The Financial Planning Association of Australia The Financial Planning Association of Australia

Sara Caggiano, CFP®

Name Sara Caggiano, CFP®
Address Level 1, 55 Wentworth Avenue
Kingston, ACT 2604
Phone 02 62811477
Email [email protected]

Sara has worked in various roles across the financial services industry since 2004 and has experience in advising both retirees and wealth accumulators including small business owners, executives and medical specialists.

Sara is passionate about helping clients achieve their goals and aspirations. She prides herself in developing long term partnerships with her clients and puts their interests first in providing tailored and holistic financial advice.

To ensure she maintains the highest level of technical knowledge in providing quality and specialist advice, Sara is also actively involved in various professional networks.

Educational Qualifications and Professional Memberships:
• Bachelor of Commerce in Banking and Finance
• Bachelor of Science in Investment Mathematics
• Graduate Diploma of Financial Planning
• Certified Financial Planner (CFP®)
• Member of Financial Planning Association of Australia Limited (FPA)

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