Financial Adviser
· MILTON, QLD
Celia Jane Carroll
No disciplinary history on record with ASIC
MILTON,
QLD
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001797
About Celia Jane Carroll
Celia Jane Carroll is a financial adviser based in Milton, Queensland, with 28 years of experience in the financial services industry since 1998. Celia works at Morgans Financial, which is licensed through Morgans Financial Limited. Celia holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Celia's qualifications include a CFP from FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Science
The University of New England
1999
Diploma of Financial Planning
FPA
2002
CFP
FPA
2021
FASEA (Financial Adviser) Exam
FASEA
2024
Tax for Financial Advising
Kaplan
Registration History
Source: ASIC Financial Advisers Register