Caroline Brown
CFP®, DipFP - Financial Adviser Authorised Representative - ARN: 223814
Fiducian Financial Services Caves Beach
NSW - Regional
- fpsupport@fiducianfs.com.au
- Phone
- 1300 513 724
- Address
-
Shop 10, Swansea Central Arcade, 172-178 Pacific Highway, Swansea NSW 2281
About Caroline Brown
Caroline has been practising as a Financial Adviser for over 20 years. Living locally in the Lake Macquarie area, she is passionate about helping her clients achieve their financial goals and specialises in growing superannuation, personal protection, retirement planning, and maximising Centrelink benefits. Caroline is a CERTIFIED FINANCIAL PLANNER® professional, has completed her Diploma in Financial Planning and is a Senior Associate of FINSIA.
Caroline has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Caroline Brown
Caroline has been practising as a Financial Adviser for over 20 years. Living locally in the Lake Macquarie area, she is passionate about helping her clients achieve their financial goals and specialises in growing superannuation, personal protection, retirement planning, and maximising Centrelink benefits. Caroline is a CERTIFIED FINANCIAL PLANNER® professional, has completed her Diploma in Financial Planning and is a Senior Associate of FINSIA.
Caroline has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
Make an appointment with Caroline Brown
We appreciated very much to be associated with you for managing our finance in the past and present. We would recommend you to anybody for your honesty integrity and prompt professional service. We thank you very much.