About
Carl has been a financial adviser for over 20 years.
He joined Fitzpatricks in 2021 and is based on the NSW Central Coast.
Carl is passionate about guiding people to live their life on purpose by first helping them discover what they really want and need for their financial wellbeing. He works with his clients to develop and implement personal and financial strategies that will see them achieve their goals.
Carl holds a Graduate Diploma of Financial Planning and an Advanced Diploma of Financial Planning. He is a member of the Financial Advice Association Australia (FAAA).
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Advance Diploma of Financial Services – Kaplan
- Graduate Diploma of Financial Planning – Kaplan
- Margin Lending & Geared Investments – Kaplan