Carol Lobo

DIRECTOR AND FINANCIAL PLANNER

Carol is a senior financial adviser with more than fifteen years of experience in the financial services industry, including almost a decade as a financial planner with the Westpac Group.

She graduated from Curtin University with a Bachelor of Commerce degree, majoring in Financial Planning, and in 2006 completed her Certified Financial Planning program.

Carol enjoys working closely with people to navigate the complex world of finance. She is very particular about providing advice that is personalised but also empowering for her clients, so the investment strategies reflect their values and are based on outcomes they want to achieve. With this sound, holistic approach, Carol helps create a financial roadmap that clarifies each client’s specific goals and delivers a financial plan that is transparent and realistic.