Centric Wealth

your interests, our focus

  • Decrease font size
  • Increase font size
  • Print Page

Our Advisers in Brisbane

We have Advisers based in Sydney, Melbourne, Brisbane and Canberra

Celia Carroll
 Celia Carroll
 
Ryan Carroll
  Steve Latham
Steve Latham 

Voitek Biskup
 
Shane Blair
   
Jessica Colquhoun
               

 

 

Celia Carroll    Celia Carroll
 

Experience

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


Contact Celia 
   07 3230 6555
   email Celia




    Ryan Carroll

Experience

Ryan has worked in the Financial Services Industry for 13 years and is focused on building relationships with private clients for the long term.

Ryan is passionate about helping clients achieve their lifestyle and financial goals. He enjoys developing long term partnerships with clients based on a clear understanding of their objectives, values and needs.

As an Adviser for Centric, Ryan has access to market leading research and he is well supported by robust systems and administration.

Educational qualifications and professional memberships
Diploma of Financial Services (Financial Planning)

Contact Ryan 
  07 3230 6555
   Email Ryan




 Steve Latham

  Stephen Latham

Experience

Steve’s early career was in corporate accounting and finance, developing valuable experience in taxation, fundamental investment analysis and financial risk management, including extensive offshore finance experience whilst residing in Switzerland. These skills were acquired during a lengthy stint in the 1980s with arguably Australia’s most successful entrepreneurial investment company, Industrial Equity Limited.

In 1992, he elected to move from concentrating on the financial health of companies to the financial health of individuals and joined Bridges Financial Services where he became a member of the Investment Committee and assumed responsibility for advising the clients of the Managing Director. In 1995 Steve moved to Towers Perrin Financial Planning as National Senior Consultant and Director. He was subsequently approached and accepted the position of Executive Director/Head of Financial Planning and Wealth Management at UBS Warburg Private Clients. Steve then formed his own business, Credit New Holland (Wealth Strategists) prior to joining Centric Wealth.  

His Authorised Representative number assigned by the Australian Securities and Investments Commission is 260015.

Educational Qualifications and Professional Memberships
CERTIFIED FINANCIAL PLANNER® professional
Masters Degree in Economics
Bachelor of Commerce
Member of the Financial Planning Association (FPA)
Member of the Financial Services Institute of Australiasia (Finsia)

Contact Stephen
   07 3230 6555
   email Stephen




  Voitek Biskup

Experience

Voitek has been advising clients for more than ten years. He has a broad business background that enables him to work closely with business owners and professionals at various stages of life with the aim of putting them and their families in a better financial position.

He has a particular interest in working with other professionals such as accountants, estate planners, solicitors, business advisers and lenders to ensure the advice he provides is both comprehensive and well considered.

Some of the roles in which Voitek has gained his experience include: 

  • Financial Planning with Crowe Horwath Financial Planning & GDA Financial Services
  • Stockbroking with RBS Morgans Limited
  • Corporate Banking with St George Bank
  • Previous owner of an award winning small manufacturing business.

He brings a wealth of experience to investing and has guided clients through both positive as well as difficult market conditions during the past decade.

Voitek is also involved in the not-for-profit sector through board and committee positions held with two high profile community organisations. He has completed the Australian Institute of Company Directors Course (AICD).

Voitek is also a member of Rotary International and has been involved with a number of charitable fundraising projects.

Educational Qualifications and Professional Memberships
  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Postgraduate Diploma in Business Administration – University of New England
  • Member of the Financial Planning Association of Australia (FPA)
  • Commenced the CERTIFIED FINANCIAL PLANNER® Certification Program – FPA
Contact Voitek
  07 3230 6555
   email Voitek



  
 

Shane Blair

Experience
 

Shane has been working in the financial services industry for over 20 years. In that time, Shane has been exposed to a diverse range of clientele and their financial needs. Prior to joining Centric Wealth, Shane has held various client management positions at BT Financial Group, Colonial First State and ING. Shane also worked in London and Ireland for a 7 year period.

Shane’s strength lies in his ability to listen, understand and identify his client’s financial and lifestyle objectives. He believes that being positive, proactive and service orientated are key in setting the foundation for long lasting client relationships.

Shane is married with three children. Outside of work, Shane is an avid sports enthusiast with a passion for Football, Rugby, AFL and Cricket.

Educational qualifications and Professional Memberships 
  • Diploma of Financial Planning - Kaplan Professional
  • Advanced Diploma of Financial Planning - Kaplan Professional Education                         
Contact Shane
   07 3230 6555
   email Shane


 
 
   

Jessica Colquhoun

Experience
 

Jessica has over 13 years’ experience working in the financial services industry with majority of her career specialising in the risk insurance discipline.

Performing a dual role advising in Risk Insurance and Corporate Benefits, Jessica has the ability to offer advice to clients in several different areas.

Within Corporate Benefits Jessica works with employers to design and implement their individual corporate benefits strategy with a strong focus in superannuation and insurance.

Jessica is also active in her role in providing specialist risk advice using her wealth of product knowledge to assist both business and personal clients to implement risk protection strategies to safeguard their wealth, businesses and families for unforeseen events.

Key Interests

Jessica’s goal is to provide a dynamic service offering helping clients to meet their goals whether it’s to position themselves as an employer of choice or having solid risk strategies in place to protect families and businesses.

Educational qualifications and Professional Memberships 
  • Certificate IV in Financial Services
  • Certificate IV in Frontline Management
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning                    
Contact Jessica
   07 3828 8400
   email Jessica


      


Read more about Managing your Wealth

Advice, Management and Guidance

Superannuation and Retirement Strategies

Family Office Services

Portfolio Management

Investment Opportunities and Funds

Client Investment Administration

Our Wealth Advisers