Carl Molenaar

Kelly+Partners Private Wealth Central Coast & Hunter Region

Silver
19 Yrs Experience
Erina, NSW 2250

Recent reviews

Kelly+Partners Private Wealth Central Coast & Hunter Region

Suite 2.06, Level 2, Platinum Building, 4 Ilya Ave
Erina, NSW 2250

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

5.00
2 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—2 of 2

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5.00

"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."

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

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
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