Celia Carroll
Financial Adviser
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About
Celia Carroll is an ASIC-registered financial adviser dedicated to helping individuals and families in Milton, QLD, achieve their financial goals. With a Bachelor of Science from The University of New England and a Diploma of Financial Planning from FPA, Celia has been providing trusted financial advice since 1999. She further holds the CFP designation from FPA (2002) and successfully passed the FASEA (Financial Adviser) Exam in 2021, demonstrating her commitment to upholding the highest standards in the industry. Celia stays up-to-date with the latest tax regulations, completing 'Tax for Financial Advising' with Kaplan in 2024. Celia is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. She offers tailored strategies to help you build a secure financial future. • Superannuation advice to help you grow your retirement savings. • Wealth management strategies to maximise your investment returns. • Guidance on navigating securities and government debt securities. • Personalised financial plans to achieve your life goals. Ready to take control of your financial future? Contact Celia today to schedule a consultation and discover how she can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Celia Carroll offer?
Celia specialises in superannuation advice, wealth management, and providing guidance on securities and government debt securities. She creates tailored financial plans to help you achieve your specific financial goals.
What qualifications does Celia Carroll have?
Celia holds a Bachelor of Science from The University of New England, a Diploma of Financial Planning from FPA, the CFP designation from FPA, and has passed the FASEA (Financial Adviser) Exam. She also completed 'Tax for Financial Advising' with Kaplan.
What can I expect during my first meeting with Celia?
During your initial consultation, Celia will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then outline a clear and transparent process for developing a personalised financial plan that meets your needs.
How can wealth management strategies assist me?
Celia uses wealth management strategies to help clients grow their investment portfolio and achieve their financial objectives. These strategies are tailored to each client's individual circumstances.
How does Celia stay updated on current financial regulations?
Celia Carroll is committed to ongoing professional development, as demonstrated by her completion of 'Tax for Financial Advising' with Kaplan in 2024. She stays abreast of changes in legislation to provide the most relevant and effective advice.
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