CARLY VOSS

Grad Dip FP
ASIC Authorised Representative Number 1000103

Carly launched her career in Financial Services in 2009, working for a large Financial Planning Licensee. She has excelled in various roles across the industry including Improvement Consultant, Client Services Manager, Practice Manager and Financial Adviser.

Her experience with financial best practice provides a solid foundation to ensure clients receive quality advice and outstanding service. She enjoys building long-term relationships with clients, getting to know and understand their unique lifestyle and financial goals.

In her spare time Carly enjoys spending time with her husband and twin daughters. She also has a passion for cooking and traveling.

Carly has completed the Graduate Diploma of Financial Planning with Kaplan Professional and has passed the required FASEA Ethical Standards exam.

Qualifications:

Graduate Diploma of Financial Planning
Cert IV in Finance and Mortgage Broking
FASEA Ethical Standards