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

Carol Corbey

MSAFAA
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
Margin Lending and Gearing Strategies
Personal Insurance
Stockbroking
Superannuation Advice
Wealth Management

Industry Experience

Sectors Covered

Carol Corbey's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

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.