Financial adviser in Sydney's Eastern Suburbs
Need expert financial advice? Talk to Carolyn Spampinato in Edgecliff for help in developing a tailored financial plan.
"Planning is bringing the future into the present so that you can do something about it now". Alan Lakein
"Failing to plan is planning to fail". Alan Lakein
"Smart financial planning - such as budgeting, saving for emergencies, and preparing for retirement - can help households enjoy better lives while weathering financial shocks. Financial education can play a key role in getting to these outcomes". Ben Bernanke
AR no: 001008116
CAR no: 001245114
Financial Services Guide
- Office 0412 288 512
- Open Hours
Monday - Friday: 9:00am - 5:00pm
After hours by appointment
Your financial journey is ever changing, from saving for your first home to planning for the costs of a child’s education to planning to retire and enjoying the goodlife spending time with the grandkids.
As your Financial Adviser I can help you plan for all your financial and lifestyle goals, big or small. I am committed to putting your best interests first and enjoy building relationships based on trust and clear communication. You can think of me as part of your financial fitness program. I am your financial coach, project manager and discipliner we will complete the hard to do list! I’ll help you find the courage to change your situation, give you access to my expert knowledge and take care of all the research and applications, so you have more time to do the things you love.
An ongoing relationship with me as your Financial Adviser allows you to gain control of your finances and provides you with a back-up plan, so you can turn your attention to managing the fine balance of work and lifestyle.
I have experience across all areas of financial planning, with a particular interest in superannuation and personal protection plans.
For a bit of flavour, I am married to an Italian Sicilian who has recently made Australia home, and am interested in all things food culture especially pasta, olive oil, and travel.
I have over 14 years financial services experience with 10 years as a Financial Planner.
Talk to me about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
Save more money
Choose your own path
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.
Choose your own path