Carl Freshwater

Sterling Grange Financial Planning

Silver
7 Yrs Experience
Bairnsdale, VIC 3875

Recent reviews

Sterling Grange Financial Planning

146 Macleod St
Bairnsdale, VIC 3875

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.70
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.70
7 Reviews
5
4
3
2
1
4.45
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Carl was very attentive, a great communicator and efficient. Overall seamless process, highly recommended."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl has always provided excellent and prompt service. He has demonstrated a sound knowledge in all financial areas and I would have no hesitation in recommending Carl to assist in your financial planning matters."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl was amazing from my first appointment and i felt extremely comfortable with him and his advice. Carl explained everything to me very thoroughly and answered all my questions. Carl's communication is amazing he always keeps me updated and returns all my calls very promptly."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Carl has been great to deal with on all fronts and is very detailed in his assessments and recommendations. Extremely happy with his service!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Carl has been giving me financial advice for the past 3 years now and i have to say, i would be lost with out him. Carl has gone out of his way to help me when needed and take the time to explains things clearly so i understand what decisions to make. I look forward for the years to come."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl gave advice to my wife and me about life and income protection insurance. I am confident that Carl gave me the best advice such that we have been able to choose the right insurance products. He was very helpful throughout the application process, and was always available to help explain all of the detail that we needed to know and advise on what was best for us in our situation. Thanks Carl!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Carl has been very helpful in sorting my financial affairs in a more organised way and one that I have direct access to online and can check anytime.. He is always available and helpful and goes out of his way to explain things clearly to me as I sometimes find financial situations difficult to grasp. He is happy to answer any question I have and doesn't make me feel uncomfortable at asking 'silly' questions. He was recommended to me through a friend and I have already recommended him to a family member."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Business (Business Information Systems)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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