SARA CAGGIANO
Financial Adviser ยท Kingston, ACT
๐ Qualifications & Training
2001 - Margin Lending & Geared Investments - Other - Kaplan
2005 - Bachelor of Commerce (Banking & Finance) - Bachelor Degree (AQF 7) - University of Canberra
2005 - Bachelor of Science (Investment Mathermatics) - Bachelor Degree (AQF 7) - University of Canberra
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2020 - Accredted Listed Product Adviser Program - Other - Kaplan
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.