CERTIFIED FINANCIAL PLANNER® and Licensee in Charge
Carol is the principal and director of All Round Financial Services Pty Ltd which was established in 2008. She has over ten year's industry experience and is an active investor herself providing for her own financial freedom.
Carol is an Authorised Representative of Capstone Financial Planning Pty Ltd AFSL 223135.
Carol has an Advanced Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER ® (CFP®). A CFP® professional holds the highest professional designation in financial planning, recognised worldwide. The CFP® marks represent standards of excellence and demonstrate to the public and peers, Carol's commitment to financial planning.
Carol completed a two year MLC Adviser Scholarship training program which provided intensive training in client relationships, practice management, strategic advice and technical knowledge. Carol is a member of the Financial Planning Association of Australia (FPA).
Carol believes it is important to align your money decisions with what's important in your life. She engages in meaningful conversations with her clients to gain a better understanding of what is important to them, their goals and values. This foundation serves as a guiding light for Carol in working with her clients to help them make sound financial decisions for their future.