Carol Lobo

Wealth Lens

5.00
22 Reviews
Platinum
17 Yrs Experience
Kinross, WA 6028

Recent reviews

Wealth Lens

Suite 3, 23 Edinburgh Ave
Kinross, WA 6028

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Symmetry Group Pty Ltd

AFSL 426385

5.00
22 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Carol was very helpful and explained everything really well in an easy to understand manner. We are confident that the advice she gave us was in our best interests and we feel we now have the cover we need for our circumstances."

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

"Carol has provided us with sound, thoughtful advice and always explains things in a clear manner. We feel very confident with Carol’s advice and receive her full care and attention when required."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been more than happy with the advice and information I have received from Carol, regarding my self managed super fund over the years. As a result of her knowledge and financial expertise, the funds have performed extremely well. I have always been impressed by Carol’s professionalism and the interest she takes in achieving the very best she can in the performance of the fund, on my behalf."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carol has always been there for me .Especially as i am not good with money matters."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carol has given me advice for many years now and has always been available and has helped me through some challenging times. Her advice has always been well prepared and the strategies have always been based on my requirements and needs. My portfolio for my Super has performed well above expectations and is well on track to meet its goals thanks to Carol's advice.I always receive Carol's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carol is extremely knowledgeable, professional and organised. She has conducted in-depth analysis of our portfolio and provides recommendations every time we meet, providing us with bound booklets containing all relevant information from each meeting."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carol has given us advice in areas of superannuation, retirement and pension, and tax strategies. She has always been able to explain things to us in a clear way. Through Carol's knowledge, expertise and experience, we feel very confident that the advice given was right for our needs. We always receive Carol's full care and attention when we need it."

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

"Carol has always been so helpful, caring and understanding. She is such a wonderful person to communicate with and I would absolutely recommend her to everyone I know."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Carol has given my husband and I advice in areas including superannuation and managing debt. Carol is always able to explain things to us in a clear concise way ensuring we fully understand any processes and paperwork. Through Carol's knowledge and experience, I feel very confident that the advice given is right for our needs. I always received Carol's full care and attention when I needed it. I wouldn’t hesitate in recommending her to others'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carol has been nothing but a immense amount of knowledge and care with any details we have. Carol was always able to make things very clear and understanding to any problems we may have had. I trust Carol immensely with my (our) details and would recommend her to anyone that may need help to move forward."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2000

Diploma of Business Studies

Level
5 - Diploma
Institution
TAFE Higher Education NSW
Completed
2000

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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