Ms Carroll has 26 years of financial services experience, and was most recently a senior partner at Findex, where she specialised in providing financial advice to family office and multigenerational client groups.

She holds a Bachelor of Science from the University of New England, and a Diploma of Financial Planning and Services degree from Deakin University. She also is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).

Commenting on the appointment, Ms Germon said Ms Carroll’s long history and strong experience in financial services will support the continuing growth in demand for Morgans wealth advisory services and will boost the support available for existing Queensland clients.

“Ms Carroll will be responsible for providing comprehensive wealth advice for clients across every life stage. She has a proven track record of client collaboration to ensure that all aspects of their financial position are well understood, well positioned and protected.

“During her 26 years as a financial adviser, Celia has developed expertise in the areas of retirement and estate planning, superannuation advice (including self-managed super funds), wealth management and investment advice.

“Celia’s skill and expertise are a good fit for the broader Morgans team.

“The new appointment comes at a time of substantial growth for Morgans Milton and Springfield-Ipswich and with increased demand from Queensland-based clients, the time was right for this appointment in our business.”

Ms Carroll commenced with Morgans in February 2022.

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Melbourne born Celia has previously worked across the Centric network in Brisbane, Sydney and Melbourne.

She said the posting is the realisation of her ‘life plan’ to return to her adopted home and raise her two children in the Sunshine state.

“I love everything about the Brisbane lifestyle and it’s an understatement to say I could not be happier to be returning to the city our whole family loves. “

Findex Group CEO Spiro Paule said Ms Carroll is ‘made for the role’.

“Her depth of experience and local knowledge will be of significant benefit for the clients and staff of the Brisbane office, and of course the growth of our business there.

“Celia will be responsible for managing the Queensland team, overseeing client relationships and strategies and the roll out of new product and services.

“She has been a financial planning professional since 1995 and has been with Centric Wealth since 2004, advising clients in all areas of retirement planning, wealth creation, portfolio construction and superannuation,” Mr Paule said.

Celia Carroll has held a number of management positions for Centric Wealth. These have included National Manager of Advisers, State Manager of Advisers for NSW and Manager of Strategic Relationships – the latter position involving working with associated accounting and legal firms.

“I am delighted to be resettling in Brisbane and working with all in the Centric/Findex team to make our offering even more compelling and more comprehensive.

“The key characteristic of our business that will continue to differentiate Centric from other advisory firms is our non-alignment with financial product manufacturers. We independently search and analyse the market for best of breed products, and uphold a commitment to ensuring we deliver the skills and resources to meet all our clients’ financial service needs, from risk and lending to advisory and other related disciplines,” Ms Carroll said.

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CEO Phil Kearns said he was very pleased Ms Carroll accepted the position and believed her depth of experience would be of significant benefit for the clients and staff of the local office.

“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. 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 been a financial planning professional since 1995 and has been with Centric Wealth since 2004, advising clients in all areas of retirement planning, wealth creation, portfolio construction and superannuation. In addition, Ms Carroll has held a number of management positions for Centric Wealth. These have included National Manager of Advisers, State Manager of Advisers for NSW and Manager of Strategic Relationships, the latter position involving working with associated accounting and legal firms.

Prior to joining Centric Wealth, Ms Carroll managed the financial planning business for Horwath NSW (now Deloitte), providing advice and management for private clients of the firm.  Ms Carroll has also provided financial planning advice through Godfrey Pembroke and Permanent.

Ms Carroll said she was looking forward to helping move the business forward in Melbourne.

“I have been very fortunate at Centric Wealth that I have been given new opportunities as my skills and experience deepen. 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.  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.”

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