Cara Williams

Sufficient Funds

Gold
7 Yrs Experience
Manly, NSW 2095
Cara is a Financial Advisor at Perrier Ryan, having worked in financial advice since 2012. She commenced her career as an Assistant Financial Planner in a boutique financial advice firm, progressing on as a Financial Planner working in one of Australia’s largest financial institutions. 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. Cara is an emerging leader in the profession through her involvement in the AFA Genxt Committee and AFA Inspire National Leadership Team, and is a 2019 recipient of the inaugural MetLife Progress: Professional Development Grant for Women. In 2017 she completed the Future2 Tasmania Hiking Challenge raising funds for the FPA Future2 Foundation, and has recently been recognised for her philanthropic endeavours with a Distinguished Service Award from the Financial Planning Association. One of her proudest moments was being the only female trekker on the AFA Foundation 2018 Kokoda team and was honoured to be a part of the largest AFA Foundation fundraising event in AFA history.

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business (Management)
  • Language spoken
    • English

Sufficient Funds

Suite 2, 40 E Esplanade
Manly, NSW 2095

Opening hours

  • 8:00am – 5:00pm Monday, Wednesday – Friday
  • 8:00pm – 5:00pm Tuesday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
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Clear communication
5.00
Knowledge & expertise
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Likely to recommend
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5.00

"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."

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting

Qualifications & Training

Taxation and Commercial Law for Financial Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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