Carolyn has been involved in the financial planning industry since 1996. Initially starting as a personal assistant, Carolyn obtained her Advanced Diploma of Financial Planning in 2009 and continues to be an Authorised Representative of Morgans.
Carolyn understands the client's personal needs and objectives on which to base personal advice. She believes in impartiality when selecting products and services to be recommended. Carolyn also believes in maintaining a strong customer focus, working with the client to meet their objectives and achieve the best possible outcome.