Alisha Carroll
Financial Adviser
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About
Alisha Carroll is an ASIC-registered financial adviser based in Atherton, Queensland, dedicated to helping clients achieve their financial goals with clarity and confidence. Alisha holds a Diploma of Financial Planning from Kaplan Professional (2021), a Graduate Diploma of Financial Planning from Griffith University (2024), and has continued her education with specialist accreditations including the Accredited Aged Care Professional Program (2025) and SMSF Specialist Advisor (SSA) designation from the SMSF Association (2025). She further enhanced her knowledge with a Master of Financial Planning from Griffith University (2026). As an authorised financial adviser, Alisha provides expert advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her specialist knowledge allows her to offer tailored solutions for clients at all stages of life. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • SMSF advice Alisha is a proud member of the SMSF Association, reflecting her commitment to maintaining the highest standards of professionalism and expertise. If you're looking for personalised financial advice to help you achieve your financial aspirations, contact Alisha today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Alisha Carroll provide?
Alisha Carroll specialises in superannuation advice, retirement planning, insurance solutions, wealth management, and SMSF advice. She provides tailored strategies to help clients achieve their financial goals.
What qualifications does Alisha Carroll have?
Alisha Carroll holds a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, is an Accredited Aged Care Professional, a SMSF Specialist Advisor (SSA), and has a Master of Financial Planning. She continually updates her knowledge to provide the best possible advice.
What is the process for becoming a client of Alisha Carroll?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. Alisha will then develop a personalised financial plan tailored to your needs and provide ongoing support to help you achieve your objectives.
What can I expect from working with Alisha Carroll?
You can expect a professional, client-focused approach with clear and transparent communication. Alisha will take the time to understand your unique circumstances and provide tailored advice to help you make informed financial decisions.
Does Alisha Carroll have expertise in Self-Managed Super Funds (SMSFs)?
Yes, Alisha is an SMSF Specialist Advisor (SSA) with the SMSF Association, indicating her specialist knowledge and experience in providing advice on SMSFs. She can assist with all aspects of SMSF management, from establishment to compliance and investment strategies.
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