Carlee Horsell - Owner/Manager, Mortgage Broker
Owner and Mortgage Broker
Growing up on the Yorke Peninsula and then moving back to the area in 2008 to start my own family, I am passionate about working with people in our local area to achieve their financial goals. With a background in insurance broking and customer service, I understand how important strong customer relationships are and take the time to work closely with my customers to identify and understand their individual needs.
I have over 10 years experience in the Financial Services industry and currently hold a Diploma of Financial Services (Insurance Broking), Certificate IV in Finance and Mortgage Broking and am working towards a Diploma of Finance and Mortgage Broking Management in 2017.
When I’m not at work, you would most likely find me in the kitchen at home cooking for family and friends or reading a good book
Contact me today on 0499 051 422 or email@example.com to arrange an appointment or discuss your home loan/financial needs!
Holding an Advanced Diploma of Financial Services and with over 7 years experience in the Finance Industry, I am well equipped to service your financial planning needs.
Having worked with a wide variety of customers, I’ve gained experience in all areas of financial planning, particularly wealth protection. Given how hard we all work to gain financial prosperity, ensuring that my customer’s path to success can continue through all that might happen in their lives is tremendously important to me.
My love of financial planning stems from having seen the great value that quality, strategic advice can add to a person’s life.
Whether my customers have a complex need, or are looking for a simple financial tidy up, I thoroughly enjoy helping them gain a greater understanding of their financial position, and working with them to implement a plan to make the most of their money.