Financial Planner in Pyrmont
I have been a Financial Adviser since 2008 and have worked in the financial services industry since 2004.
Your financial journey is ever changing, from things like buying your first home to planning for the costs of a child’s education. As your Financial Adviser I can help you plan for all your financial and lifestyle goals, big or small.
I am committed to putting my clients’ 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 the financial coach, the project manager, the discipliner. 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.
Carolyn can help you with the following financial services:
- Investment Planning
- Wealth Creation
- Personal Insurance
- Retirement Planning
- Portfolio Review
Carolyn can provide advice on and deal in the following products
- Deposit Products
- Debentures, Stocks & Bonds
- Life Insurance - Risk
- Life Insurance - Investment
- Managed Investments
- Retirement Savings Accounts
- Securities - Shares & Managed Funds
- Standard Margin Lending
- Self Managed Superannuation Funds