Caillie joined the team at Grove Securities Pty Ltd (Albany) in November of 2020. 

After spending several years working as an Accounts Clerk and Office Manager for a local business, Caillie decided to focus on a career in Financial Planning. In November of 2018, Caillie became a registered Financial Adviser 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 to meet your goals throughout any stage of life. Caillie is an avid believer that home is where the heart is and having grown up in Albany, considers herself permanently settled there with her family by her side. 

Qualifications

• Accredited SMSF Specialist AdviserTM (Self-Managed Super Fund Association)

• Certified Financial PlannerTM (Financial Planning Association Australia)

• Master of Financial Planning (Griffith University)

• Graduate Certificate of Financial Planning (Griffith University)

• Graduate Certificate in Self-Managed Super Funds (Kaplan Professional)

• Diploma of Financial Planning (Monarch Institute)