Caillie Carpenter

Caillie Carpenter

SSA
Company
Grove Securities Pty Ltd
Title
Financial Adviser
Profession
Financial Planner
Address
49 Serpentine Road, ALBANY WA 6330, Australia
Phone
08 6819 7500
Qualifications
SSA (Designation) - SMSF Association, 2022
Financial Planning (Diploma) - Monarch Institute, 2018
Self Managed Super Funds (Graduate Certificate) - Kaplan Professional Education, 2022
Financial Planning (Graduate Certificate) - Griffith University, 2020
Advisor

Summary

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. 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.

Get in touch with Caillie Carpenter