A city skyline at night with a boat in the water.
Carol Corbey

Carol Corbey

Authorised representative number: 000335950

Stockbroker & Financial Planner

I take a holistic approach to planning and investment in considering wealth creation, risk management, retirement and portfolio management to assist you in meeting your goals.
Opportunistic, whilst reasonably conservative or balanced, is Carol's investment style. She prefers to have a strong relationship with her clients that starts with an 'in person in-depth' chat to discuss strategies, financial situations and whatever else may be relevant to the setting up and running of a solid investment portfolio.

Investment Style

Opportunistic, whilst reasonably conservative, but not ignoring short-term trading strategies in listed companies. Advice can range from investment in listed securities to a full financial plan.

Services and Specialties

Fixed Interest and Cash Management
Wealth Management
Personal Insurance
Margin Lending and Gearing Strategies
Superannuation Advice

Qualifications and Professional Affiliations

Entry Level Competencies
SDIA Accreditation
Margin Lending Accreditation Program


Master Member of Stockbrokers and Investment Advisers Association (MSIAA)


Margin Lending
Financial Planning
Managed Investments
I am employed by Teamworks Pty Ltd, which has a consultancy arrangement with Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of percentage of fees.