Carl Cavallaro
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Carl Cavallaro is an ASIC-registered financial adviser based in Brendale, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Carl's academic background includes a Diploma in International Business (2004) and a Bachelor of Commerce (2006) from the University of New England. He also holds a Diploma of Financial Services (RG146) obtained in 2008, a Certificate IV in Financial Services (Mortgage Broking) from the MFAA (2009), and completed FPC002B Ethics & Professionalism in Financial Advice through Kaplan Higher Education in 2020. Authorised to provide advice on a broad range of financial products, Carl specialises in superannuation, insurance, and wealth management strategies designed to secure your future. Whether you're planning for retirement, seeking investment opportunities, or needing guidance on risk management, Carl can help. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Carl today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Carl Cavallaro offer?
Carl Cavallaro provides a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management, and retirement planning. He can also assist with investment strategies tailored to your individual needs and goals.
What are Carl Cavallaro's qualifications?
Carl holds a Diploma in International Business, a Bachelor of Commerce, a Diploma of Financial Services (RG146), a Certificate IV in Financial Services (Mortgage Broking), and has completed Ethics & Professionalism in Financial Advice training. He is an ASIC-registered financial advisor.
What is the process of working with Carl Cavallaro?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Carl will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews to ensure it remains aligned with your changing needs.
What can I expect during my first meeting with Carl Cavallaro?
During your first meeting, you can expect a friendly and professional environment where you'll discuss your financial background, current situation, and future goals. Carl will explain his services and how he can help you achieve your objectives, answering any questions you may have.
How can superannuation advice from Carl Cavallaro benefit me?
Carl can provide expert advice on optimizing your superannuation contributions, selecting the right investment options within your super fund, and planning for a comfortable retirement. His guidance can help you maximize your retirement savings and achieve your desired lifestyle in retirement.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.