Lindzi Beulah Caputo
Financial Adviser in Sydney, New South Wales, Australia
Review Lindzi Beulah Caputo
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001248513
- Location
- Sydney NSW 2000
- Licensee
- HLB Mann Judd Wealth Management (NSW) Pty Limited (AFSL 526052)
- Authorised since
- 29 March 2021
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, University of Technology, Sydney (2009); Accredited Listed Product Adviser Program, Kaplan (2016); Advanced Diploma of Financial Planning, Kaplan Higher Education (2016); Self Managed Superannuation Funds, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lindzi Beulah Caputo
Lindzi Beulah Caputo is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001248513.
Lindzi provides advice as an authorised representative of HLB Mann Judd Wealth Management (NSW) Pty Limited, which holds Australian financial services licence 526052. That authorisation dates from 29 March 2021.
According to the register, Lindzi first provided financial advice in 2016. Qualifications and training on file include Bachelor of Business (University of Technology, Sydney, 2009), Accredited Listed Product Adviser Program (Kaplan, 2016) and Advanced Diploma of Financial Planning (Kaplan Higher Education, 2016). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Lindzi is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Lindzi Beulah Caputo here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lindzi Beulah Caputo a registered financial adviser?
Yes. Lindzi Beulah Caputo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248513.
Which licensee does Lindzi Beulah Caputo work under?
HLB Mann Judd Wealth Management (NSW) Pty Limited, Australian financial services licence 526052.
What can Lindzi Beulah Caputo give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.