Centric Wealth

your interests, our focus

  • Decrease font size
  • Increase font size
  • Print Page

Celia Carroll to head up Centric Wealth's Queensland operations

5 February, 2015 

Media Release

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 of Advisers.

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-bank owned model, meaning we are not biased toward a particular financial product. We 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.

Return to media releases