Carl has looked after my affairs for nearly 20 years and has always given sound advice regarding investments. As a result of this I have now got a very comfortable retirement. He is well informed of all new changes within the financial sector and continues to manage my affairs during retirement. He also has my two grown up children as clients and advises them for their needs which are quite different to mine. Although he cannot control economic disasters throughout the world he is always available for advice and is able to make necessary adjustments as global circumstances change. We as a family have absolute trust and confidence with Carl as our financial advisor and would recommend him to anyone.
Carl has been my adviser for many years now. He doesn’t wait for me to ring him if he thinks there is a better option for me and my finances. He is very personable and always willing to listen. I have recommended him to a few people.
Kelly+Partners Private Wealth Central Coast & Hunter RegionPlatinum Building, Suite 2.06, Level 2, 4 Ilya Ave
Erina, NSW 2250
- 8:00am – 4:00pm Friday
- 8:00am – 5:00pm Monday – Thursday
- In person
- Video call
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
Taking a broad look at your personal and financial circumstances, working with you to understand where you are now and articulate what your ideal life looks like across a range of financial and non-financial aspects. To complete this session the cost is $550 (including GST) and will take approx. an hour.
Fitzpatricks Private Wealth Partners