Caillie Carpenter

Caillie joined the team at Grove Securities Albany in November of 2020.

Caillie was raised in Albany and is settled there for the long-term. After spending several years working as an Accounts Clerk and Office Manager for a local business, she decided to focus on a career in Financial Planning.

In November of 2018, Caillie became a registered Financial Adviser and quickly discovered that the Financial Planning industry is where she belongs. She is currently working towards her Master in Financial Planning with Griffith University.

Caillie’s passion lies with building long-term, trust-based relationships. Her goal is to help you make well-informed financial decisions and find the right solutions to meet your needs and goals throughout any stage of life.

Qualifications

Diploma of Financial Planning (Monarch Institute)

Graduate Certificate of Financial Planning (Griffith University)

Graduate Certificate in Self-Managed Super Funds (Kaplan Professional)

Caillie has also completed the Margin Lending Specialist course with Kaplan Professional and has been awarded the SMSF Specialist Adviser designation by the SMSF Association.