Cara is a Financial Adviser based in Brisbane who specialises in working with Millennials all over Australia. She loves working with clients to create the most human and relatable money experience, helping them design & achieve their dream life! She brings a wealth of knowledge having worked in Financial Advice since 2012, providing advice since 2015. She was named in the 2021 & 2020 FS Power 50 Most Influential Advisers, a Young Leader of the Year finalist in the 2020 Women in Finance Awards, was a recipient of the inaugural MetLife Progress Professional Development Grant for Women in 2019, and was recognised for her philanthropic endeavours with a Distinguished Service Award from the Financial Planning Association in 2019.
She is a member of the Association of Financial Advisers (AFA), the Financial Planning Association of Australia (FPA), and the Queensland Association of Collaborative Practitioners. She has obtained a Bachelor of Business (Management), Advanced Diploma of Financial Planning and Diploma of Financial Planning, and is currently studying further post graduate qualifications.
I would recommend Cara to anyone seeking financial advice with no hesitation. As someone in my young 20s, Cara taught me the value of managing my finances to make big things happen now and in the future. Cara taught me ways to save, ways to spend, and unpacked the myths of financing. I went in thinking I’d be lost in the ‘finance talk’, but Cara made it a priority to break things up into bite-size pieces that I, as a layperson, would understand. Cara fostered my confidence in managing my finances; no question was too stupid and no goal was too silly. Cara is warm, client-centred, and driven. I never felt like my needs were being unheard and I always had complete faith in her recommendations. If something wasn’t working, Cara took the time to really think of the best solution, not just the quick fix. In short, Cara knows what’s up and is one of the best in the business.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2015
- Years of experience 7
- Bachelor of Business (Management)
Sufficient FundsSuite 2, 40 E Esplanade
Manly, NSW 2095
- Video call
Synchronised Business Services Pty Ltd