As the senior member of our Account Manager team, Carrie plays a pivotal role in our commitment to excellence in managing our client’s financial strategies.
Carrie’s role is focused on the delivery of the review and ongoing advice service process for our client’s financial strategies. Carrie’s experience ensures sound management of investment, insurance and superannuation portfolio requirements, including Self Managed Superannuation and GESB West State and Gold State related strategies, ensuring that our strategic advice stays relevant to the ever changing needs and circumstances of our clients.
Two Decades Experience
Carrie commenced work with the National Australia bank over 20 years ago, eventually moving into a Client Services role in MLC, working with financial advisers and their clients primarily in relation to pension payments and investments. In 2011 she made the move into financial planning, assisting clients with all superannuation, investment and insurance related enquiries.
Carrie holds a Diploma of Financial Planning from Kaplan as well as a Bachelor of Business majoring in Financial Planning (with Distinction) from the Royal Melbourne Institute of Technology.