I commenced working in the Financial Planning industry in 2008, after spending a number of years working within investment banking and retail banking services. I have a great passion for the Financial Planning industry and I have dedicated myself to becoming a highly qualified professional adviser for the benefit of my clients. High-performance professionalism with the utmost level of personal and commercial integrity is important to me.
As one of the founding Directors of Sterling Grange Financial Planning, I work with you to understand and discover your unique financial and lifestyle objectives to then develop transparent and well-articulated strategies that match your preferences and meet your objectives.
My professional journey has seen me placed on our AFSL advisory council committee with responsibilities which match my passion and commitment to the growth and integrity of the Financial Planning profession.
I hold a Bachelor of Business (Business Information Systems) from RMIT, an Advanced Diploma in Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association Australia.
I have also completed specialist courses in Self-Managed Superannuation Funds with Kaplan Professional and I am an Accredited Age Care Professional™ with Age Care Steps.
Carl has been able to explain some complex issues about superannuation and retirement strategies to me in a way that has given me understanding and confidence about my future.
He has listened to my concerns and assisted with understanding and skilled advice to suit my individual circumstances.
I now feel prepared and reassured that I have a plan for a stable financial future and that I can rely on his ongoing support if my circumstances change.
Carl has been our adviser for a number of years and has been extremely professional and integral to our situation. Couldn't recommend him highly enough!
Professional and reliable advice, it made us comfortable with our decisions moving forward.
Carl was very informative, understanding to our needs and it did not matter how many times we asked questions it was never a bother to him and he always took the time to answer those questions. We would highly recommend Carl to our friends and family.
Carl was very attentive, a great communicator and efficient. Overall seamless process, highly recommended.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2015
- Years of experience 8
- Certified Financial Planner (CFP)
Sterling Grange Financial Planning146 Macleod St
Bairnsdale, VIC 3875
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Axies Pty. Ltd.