Carol Lobo

Wealth Lens

5.00
23 Reviews
Platinum
19 Yrs Experience
Joondalup, WA 6027

Recent reviews

Wealth Lens

Suite 4, 53 Davidson Terrace
Joondalup, WA 6027

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 23
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Symmetry Group Pty Ltd

AFSL 426385