Petar Caric

Redpool Group

Gold
17 Yrs Experience
Narellan, NSW 2567
I am an owner and Director of Redpool Group with over 12 years’ experience providing financial advice and strategies to a wide range of individuals, families and businesses. I see myself as a financial teacher and I aim to help my clients make better financial decisions. I help my clients focus on what’s important to them, so they can experience more in life. By way of education I have a Masters of Financial Planning from the University of Western Sydney, a Bachelor’s Degree in Commerce Majoring in Financial Planning from the University of Wollongong, Specialist Self-Managed Super Fund course through University of Adelaide. I am also a Certified Financial Planner and a Self-managed Super Fund Specialist Adviser. I am a member of the Financial Planning Association of Australia (FPA), the Self-Managed Superannuation Professionals Association of Australia (SPAA) and a Justice of the Peace. In 2016 I was nominated as a Regional Finalist for Adviser of the Year with the AMP Group. Outside of work I enjoy spending time with my young family and friends enjoying the fruits of life.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • 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 4
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Redpool Group

Suite 3, 28 Somerset Avenue
Narellan, NSW 2567

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
4 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—4 of 4

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5.00

"Petar gave me and my wife fantastic advice about starting our own SMSF and the pro's and cons of doing so. He has a wealth of knowledge and experience under his belt, we felt so comfortable and no question was a silly question for Petar. We are truly happy with his service and could not give a higher recommendation to anyone."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Petar was so helpful with all of my questions and put my mind at ease knowing that I am now on the right track with my financial situation"

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I Just had a new born and purchased my first property and I seek advice from Petar on how I can protect my family if something was to ever happen to me."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Petar helped me protect me and my family so that if anything happens to me and I was unable to work we would be looked after"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2008

Master of Financial Planning

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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