Cara Williams

Sufficient Funds

Gold
7 Yrs Experience
Manly, NSW 2095

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

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

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313