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Celia Carroll

Celia Carroll

CFP BSc DipFP JP(Qual)
Authorised representative number: 001001797

Private Client Adviser

Celia has been a financial planning professional since 1996 and a Certified Financial Planner since 1999. Specialising in family office and multigenerational client groups, Celia provides comprehensive wealth advice across every life stage. She collaborates with clients to ensure that all aspects of their financial position are well positioned and protected.
My driving force is to help people navigate and understand the world of wealth creation and financial security. I partner with clients to provide them with peace of mind, and to put them in the best position to look after themselves and their families.

Investment Style

Celia focuses on removing complexity and confusion around making financial decisions. She works with clients to clarify their goals, and then develops an appropriate structural and investment strategy to suit. She provides ongoing guidance across investment markets, budgetary changes and global forces, to help clients achieve their objectives.

Services and Specialties

Superannuation Advice
Wealth Management
Investment Advice
Self-Managed Super Funds
Retirement and Estate Planning
Financial Planning

Qualifications and Professional Affiliations

Bachelor of Science
Justice of the Peace
Diploma of Financial Planning




Managed Investments
Financial Planning
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary and percentage of fees.