Financial Adviser
· BENDIGO, VIC
Cara Maree Hall
No disciplinary history on record with ASIC
BENDIGO,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235173
Cara Maree Hall is a financial adviser based in Bendigo, Victoria, with 11 years of experience in the financial services industry since 2015. Cara is currently authorised under Fortnum Private Wealth. Cara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cara's qualifications include a Bachelor of Business (Accounting) from La Trobe University. Cara is a member of The Institute of Chartered Accountants.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Accounting)
La Trobe University
2004
Chartered Accountant Program
The Institute of Chartered Accountants in Australia
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2011
SMSF Strategies Intensive Borrowing Course
SMSF Training
2016
Margin Lending
Integrity Education
2025
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPCOO1B-Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
SMSF ADVICE PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register