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Blair Carroll

Blair Carroll

Financial Adviser

Morgans Financial Limited - Gold Coast
Chevron Island, QLD 4217

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About

Blair Carroll is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a solid foundation built on a Bachelor of Business (Accounting & Marketing) from Griffith University and a Graduate Certificate of Applied Finance from FINSIA, Blair combines academic knowledge with practical experience. Further enhancing his expertise, Blair completed Ethics and Professional Relationships training at QUT in 2020. He is also a proud member of the Stockbrokers and Investment Advisers Association (SIAA). Blair is authorised to provide advice on a comprehensive range of financial products, including wealth management, securities, derivatives, and government debt securities. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. Key services include: • Wealth Management strategies tailored to your risk profile and goals • Investment advice, including securities, derivatives and government debt securities • Portfolio construction and management • Retirement planning to secure your future • Personalised financial advice designed to grow and protect your assets Ready to take control of your financial future? Contact Blair today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Wealth Management Securities Advice Retirement Planning Investment Strategies Derivatives Trading

Client Types

Personal Investors

Services

Wealth Management Superannuation Advice Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259153

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Blair Carroll offer?

Blair Carroll specialises in wealth management, securities, derivatives, and government debt securities. He provides tailored investment advice, retirement planning, and portfolio management services to help you achieve your financial goals.

What are Blair Carroll's qualifications?

Blair Carroll holds a Bachelor of Business (Accounting & Marketing) from Griffith University, a Graduate Certificate of Applied Finance from FINSIA, and has completed Ethics and Professional Relationships training at QUT. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).

How does Blair Carroll develop a financial plan for clients?

Blair begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalised strategy tailored to your needs, regularly reviewing and adjusting it as your circumstances change.

What can I expect during my first meeting with Blair Carroll?

During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Blair will explain his services in detail and answer any questions you have, ensuring you feel comfortable and informed.

Why should I choose Blair Carroll as my financial advisor?

Blair Carroll offers comprehensive financial advice, backed by strong qualifications and a commitment to ethical practices. His personalised approach and dedication to client success make him a trusted partner in achieving your financial aspirations.

Get in Touch

Contact Blair directly for personalised advice.

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.