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, Financial Advisor and Client Services Manager. Her experience with financial best practice provides a solid foundation to ensure clients receive quality advice and outstanding service.
As a Client Services Manager, Carly provides administrative support to both clients and advisors, ensuring all client requests are processed professionally and efficiently. 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 travelling.
Qualifications:
Diploma of Financial Planning
Cert IV in Finance & Mortgage Broking
Tier 1 General Insurance
Cert III in Business Administration
