Celia Carroll
CFP BSc DipFP JP(Qual)
Senior 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
Tax for Financial Advising
Commercial Law
Associations
CERTIFIED FINANCIAL PLANNER®
Competencies
Superannuation
Managed Investments
Generic
Securities
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.
