Sara Caggiano
Financial Adviser in Dickson, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001993
- Location
- Dickson ACT 2602
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 18 May 2020
- First provided advice
- 2006
- Qualifications
- Margin Lending & Geared Investments, Kaplan (2001); Bachelor of Commerce (Banking & Finance), University of Canberra (2005); Bachelor of Science (Investment Mathermatics), University of Canberra (2005); Graduate Diploma of Financial Planning, FINSIA (2008); Accredted Listed Product Adviser Program, Kaplan (2020); FPC002B, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sara Caggiano
Sara Caggiano is a financial adviser in Dickson, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001001993.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 18 May 2020.
According to the register, Sara first provided financial advice in 2006. The qualifications listed for Sara include Margin Lending & Geared Investments (Kaplan, 2001), Bachelor of Commerce (Banking & Finance) (University of Canberra, 2005) and Bachelor of Science (Investment Mathermatics) (University of Canberra, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sara Caggiano a registered financial adviser?
Yes. Sara Caggiano is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001993.
Which licensee does Sara Caggiano work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Sara Caggiano 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; standard margin lending.