"I take a holistic approach to planning and investment in considering wealth creation, risk management, retirement and portfolio management to assist you in meeting your goals."
Opportunistic, whilst reasonably conservative or balanced, is Carol's investment style. She prefers to have a strong relationship with her clients that starts with an 'in person in-depth' chat to discuss strategies, financial situations and whatever else may be relevant to the setting up and running of a solid investment portfolio.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Personal Insurance
- Superannuation Advice
- Wealth Management
Opportunistic, whilst reasonably conservative, but not ignoring short-term trading strategies in listed companies. Advice can range from investment in listed securities to a full financial plan.
Industry Education & Experience
- Entry Level Competencies, Kaplan Professional, 2009
- Margin Lending Accreditation Program, SAA, 2010
- SDIA Accreditation, Deakin University, 2002
- Superannuation, RMIT University, 2009
I am employed by Teamworks Pty Ltd, which has a consultancy arrangement with Geelong Private Wealth Management Pty Ltd, which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me as your adviser by way of percentage of fees.
- Financial Planning
- Managed Investments
- Margin Lending