Caillie Carpenter

Grove Securities

Silver
7 Yrs Experience
Albany, WA 6330

Caillie joined the team at Grove Securities Pty Ltd (Albany) in November of 2020.

After spending several years working as an Accounts Clerk and Office Manager for a local business, Caillie 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.

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 goals throughout any stage of life. Caillie is an avid believer that home is where the heart is and having grown up in Albany, considers herself permanently settled there with her family by her side.

Qualifications

Accredited SMSF Specialist Adviser (Self-Managed Super Fund Association)

Certified Financial Planner (Financial Planning Association Australia)

Master of Financial Planning (Griffith University)

Graduate Certificate of Financial Planning (Griffith University)

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

Diploma of Financial Planning (Monarch Institute)

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Grove Securities

49 Serpentine Road
Albany, WA 6330

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Grove Securities

AFSL 233713