Celia Carroll has been a financial planning professional since 1995 and has been with Centric Wealth since 2004.
Prior to joining Centric, Celia managed the financial planning business for Horwath NSW, providing advice and management for private clients of the accounting firm. Celia has also provided financial planning advice through Godfrey Pembroke and Permanent.
In addition to advising private clients, Celia 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 our associated accounting and legal firms.
Celia provided advice to clients through Centric Wealth’s Sydney office from 2004 to 2009 and our Brisbane office from 2009 to 2012. In 2013 Celia relocated to our Melbourne office where she held the position of Principal Adviser for 2 years before returning home to Brisbane.
Celia now holds the position of Managing Partner for Queensland. In this role, Celia is responsible for our financial planning businesses in Brisbane, Gold Coast, Toowoomba, Dalby, Cairns and Townsville.
Celia also provides financial planning advice to private clients, advising in all areas of retirement planning, wealth creation, portfolio construction and superannuation.
Celia prides herself on her personal relationships with clients, providing them peace of mind and ongoing guidance in reaching their financial goals.
Celia works closely with other professional Advisers including accountants and lawyers to ensure all areas of a client’s financial circumstances are considered and protected.
Educational qualifications and professional memberships
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Science – University of New England
- Diploma of Financial Planning – RMIT and Deakin University
- Member of the Financial Planning Association (FPA)
- Former Justice of the Peace in NSW
- Current Justice of the Peace (Qual) in Queensland