Centric Wealth has appointed Celia Carroll as state manager, Victoria to continue to build on its national operations.
Ms Carroll has worked within Centric Wealth since 2004, and her new role will see her focused on expanding the growth in the Melbourne branch as part of the company’s national strategy.
“Centric Wealth has a very clear strategy for expanding our operations nationally and following strong growth in the Melbourne business over the past 12 months. I believe Celia’s experience, contacts and knowledge will be important tools in how we grow the business in Melbourne,” Centric Wealth chief executive Phil Kearns said.
“Celia will be responsible for managing the team and overseeing client relationships and strategies and we look forward to her working with both our clients and staff in fulfilling their individual objectives.”
Ms Carroll has held numerous positions within Centric Wealth, including national manager of advisers, state manager of advisers for NSW and manager of strategic relationships.
Previously, Ms Carroll has held roles at Horwath NSW (now Deloitte) managing the financial planning business and also provided advice through Godfrey Pembroke and Permanent.
Ms Carroll has relocated to Melbourne for her new role at Centric.
“This next move is an exciting one for me as it draws on all the skills I have developed and gives me the opportunity to share these with a new group of clients and colleagues,” Ms Carroll said.
“I am excited to be part of the next stage of Centric Wealth’s growth strategy and very much looking forward to getting to know the team and clients in Melbourne.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 18 Jun 2018IOOF Alliances launches service for self-licensed advisersBy Reporter
- 18 Jun 2018Former adviser convicted for dishonest conductBy Reporter
- 18 Jun 2018IFA sector digs deep for DoverBy Aleks Vickovich
- 15 Jun 2018‘Information asymmetry’ a difficulty for advisersBy Killian Plastow and Tasnuva Bindi
- 15 Jun 2018ASIC takes Westpac to court over poor adviceBy Reporter
- 15 Jun 2018AFCA names new chief executiveBy Reporter
- view all