Carol Corbey
MSIAA
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
Financial Planning
Retirement and Estate Planning
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Commercial Law
Tax for Financial Advising
Entry Level Competencies
Margin Lending Accreditation Program
SDIA Accreditation
Superannuation
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Financial Planning
Generic
Managed Investments
Margin Lending
Securities
Superannuation
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.
