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: CFP (Designation) - FAAA, 2024; SSA (Designation) - SMSF Association, 2022; Financial Planning (Diploma) - Monarch Institute, 2018; Financial Planning (Masters) - Griffith University, 2024; Self Managed Super Funds (Graduate Certificate) - Kaplan Professional Education, 2022; Financial Planning (Graduate Certificate) - Griffith University, 2020

Summary

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.

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