Celia returns ‘home’ to roll out services and manage growth
The Findex Group today announced Celia Carroll will return to her adopted home town of Brisbane to take on the role of Centric Wealth’s Queensland State Manager.
Melbourne born Celia has previously worked across the Centric network in Brisbane, Sydney and Melbourne.
She said the posting is the realisation of her ‘life plan’ to return to her adopted home and raise her two children in the Sunshine state.
“I love everything about the Brisbane lifestyle and it’s an understatement to say I could not be happier to be returning to the city our whole family loves. “
Findex Group CEO Spiro Paule said Ms Carroll is ‘made for the role’.
“Her depth of experience and local knowledge will be of significant benefit for the clients and staff of the Brisbane office, and of course the growth of our business there.
“Celia will be responsible for managing the Queensland team, overseeing client relationships and strategies and the roll out of new product and services.
“She has been a financial planning professional since 1995 and has been with Centric Wealth since 2004, advising clients in all areas of retirement planning, wealth creation, portfolio construction and superannuation,” Mr Paule said.
Celia Carroll has held a number of management positions for Centric Wealth. These have included National Manager of Advisers, State Manager of Advisers for NSW and Manager of Strategic Relationships – the latter position involving working with associated accounting and legal firms.
“I am delighted to be resettling in Brisbane and working with all in the Centric/Findex team to make our offering even more compelling and more comprehensive.
“The key characteristic of our business that will continue to differentiate Centric from other advisory firms is our non-alignment with financial product manufacturers. We independently search and analyse the market for best of breed products, and uphold a commitment to ensuring we deliver the skills and resources to meet all our clients’ financial service needs, from risk and lending to advisory and other related disciplines,” Ms Carroll said.
Please visit Centric Wealth website for more information: http://www.centricwealth.com.au
About the Findex Group:
The Findex Group is Australia’s largest non-aligned and privately owned financial advisory company. It has businesses across the spectrum of the advice industry including middle range, high net worth, public sector and online. Findex Group businesses have more than $15 billion under management. Findex has been awarded the IFA Excellence Awards for best dealer group 2014 and listed in the BRW 2014 Most Innovative Companies list.
More about the Findex Group: www.findexgroup.com.au
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