Caillie Carpenter

Financial Adviser

Caillie is a Financial Adviser who joined the team at Grove Securities Albany in November of 2020. Caillie grew up in Albany and is settled here for the long-term. She was raised by a family with an agricultural background, which has also allowed her to experience a bit of farming lifestyle in the Nyabing-Pingrup region and surrounding areas.

After spending six years working as an Accounts Clerk and Office Manager for a local business, Caillie decided to focus on a career in Financial Planning. She became a Financial Adviser in 2018 and quickly discovered that the Financial Planning industry is where she belongs. Caillie’s passion lies with building long-term, trust-based relationships. Her goal is to help you make well-informed financial decisions and find the right solutions for your needs throughout any stage of life.

Qualifications

  • Diploma of Financial Planning

  • Graduate Certificate of Financial Planning