CAROLINE RODRIGUES HERRMANN

Financial Adviser · Erina, NSW

Registered

Registration Number

001238067

Registration Status

Registered

Location

Erina, NSW 2250

Providing Advice Since

2015

Registration Date

17/12/2015

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2008 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Federal University of Caxias do Sul
2012 - Diploma of Management - Diploma (AQF 5) - Australian Pacific College
2013 - Advanced Diploma (Other) - Advanced Diploma (AQF 6) - Australian Pacific College
2014 - Diploma (unrelated) - Diploma (AQF 5) - Australian Pacific College
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.