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Carol Roberts

 Carol Roberts

Share profile:
155 Smith Street
Cleveland
QLD
4163
AU

Overview CONTACT THE ADVISER

Carol Roberts Carol Roberts

total Reviews

25

Experience

4yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

The Finance Boomer accredited financial adviser Carol Roberts has the skills, training and resources to help you improve your financial situation. She is committed to understanding your needs and identifying the best ways to achieve your goals, and will take the time to listen, explain things clearly and keep you informed throughout the process.

Everyone’s circumstances are different, and The Finance Boomer can help you determine the strategy that suits you best.

Company:

The Finance Boomer
The Finance Boomer

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Interprac
Interprac
Expertise
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
UK PensionsUK Pensions

Latest Customer Reviews (3 of 25 total)See all

"Carol is very approachable, caring and down to earth and works hard to help you reach your goals. "

Sherilyn , 46-55 22 Jul 2018

"We have found Carol Roberts to be very helpful in every way. She explains things very clearly and looks to our interest as we approach retirement with great care and attention. Judy of Cleveland 4163"

Judy , 65+ 19 Jul 2018

"We couldnt be happier with Carols advice and help. We now feel a lot better about our future retirement. She's quite amazing. Mike & Robyn "

Mike & Robyn , 56-65 19 Jul 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 4 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

155 Smith Street, Cleveland
QLD 4163 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 25 Total Reviews
Sherilyn , 46-5522 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol is very approachable, caring and down to earth and works hard to help you reach your goals. "

Judy , 65+19 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Carol Roberts to be very helpful in every way. She explains things very clearly and looks to our interest as we approach retirement with great care and attention. Judy of Cleveland 4163"

Mike & Robyn , 56-6519 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We couldnt be happier with Carols advice and help. We now feel a lot better about our future retirement. She's quite amazing. Mike & Robyn "

Glenn, 46-5519 Jul 2018
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"'Carol was very thorough and had an excellent understanding of our families financial requirements - I highly recommend Carol's 'financial advice' to anyone Glenn 4161"

Wendy, 56-6519 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol was very easy to understand and was very patient with us. Wendy "

Helen, 65+27 Jun 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very professional and an excellent communicator."

stephen, 56-6525 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"down to earth genuine and sincere person should be more like her in the world"

Marilyn, 65+23 Jun 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I needed financial advice when a family member was entering a nursing home. There is so much to take into consideration that accurate advice is essential."

Philippa, 46-5523 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Carol to be extremely knowledgeable in what we will need in retirement "

John, 56-6523 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol is a highly knowledgeable and skilled advisor with great common sense, compassion and intuition as well. She is an expert in her field and has given us extremely helpful advice."

Andrew, 46-5531 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew 4170"

Roger, 56-6521 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol has an inclusive and comprehensive approach to planning advice. Encouraging clients to be more aware of and active in managing investments, super, and retirement. She is proud of her independent status with a strong client focus. Being able to cover tax, pensions, aged care, estate planning and supper legislation gave us invaluable insight into the bigger picture and immediately started to pay dividends in avoiding the pitfalls of not recognising the implications of various options and strategies."

Dianne, 65+18 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very well explained in a short period of time."

Ron and Diane, 56-6523 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol is very knowledgeable,professional and helpful while still being friendly and understanding of our situation. We would happily recommend her services....Ron and Diane"

Sherry, 65+23 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We found Carol to be very knowledgeable and proactive. She was painstaking with her advice and nothing was too much trouble for her. She saved us a lot in adviser’s fees and efficiently showed us how to manage our super ourselves. She gave us direction with her advice and we would highly recommend her. The advice she gave us covered a lot of areas and issues. Sherry 4184"

Kim, 56-6521 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would highly recommend Carol for her upmost professional advise, she has a very high work ethic and is extremely knowledgeable on all advisory platforms,and besides all that an exceptionally lovely woman."

Richard, 56-6520 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol doesn't do her job for financial gain. She honestly likes helping people. She also keeps her clients updated of government changes in rules that effect pensions, Centrelink, and taxation issues by running regular seminars."

Beverley, 56-6515 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Highly recommend. Carol was brilliant at sorting out our retirement plan, without all the fuss. She recommends no products, just straight out advise. Life changing. "

Michelle, 46-5515 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol is a down to earth financial planner. She is realistic, extremely knowledgeable in many areas of finance, but most of all she thinks outside the box to help me achieve my financial goals while also preparing for retirement. I started seeing Carol at age 50 and would say to others don't keep putting it off. What are you waiting for?"

Narelle, 56-6514 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Carol was highly recommended to us by a friend and with her professionalism advice and experience has helped us develop a strategy to build our financial security we now recommend Carol to our family friends and colleagues "

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
21
Customers

#2
Building Super
STRENGTH
10
Customers

#2
Tax Effective Strategies
STRENGTH
10
Customers

#3
Estate Planning
STRENGTH
7
Customers

#4
Savings Investment
STRENGTH
6
Customers

#5
Centrelink Benefits
STRENGTH
4
Customers

#5
Household Budgeting
STRENGTH
4
Customers

#5
Self Managed Super Funds
STRENGTH
4
Customers

x

Overall rating

100%

Carol Roberts

Company: The Finance Boomer

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Carol Roberts is a member of and in what capacity, the licensee or company of Carol Roberts and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Carol Roberts (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%