Morgans appoints a private client adviser

Celia Carroll
CELIA CARROLL
Morgans Financial Limited - Private Client Adviser
APPOINTMENT
MORGANS FINANCIAL LIMITED
Date: 30 March 2022
Position: Private Client Adviser
By Elizabeth Fry

Morgans Financial has recruited Celia Carroll as a private client adviser to help grow its Milton and Springfield-Ipswich businesses.

Carroll joins from Findex where she provided financial advice to family office and multigenerational client groups for eight years.

Over the years, she has worked for several financial planning firms, including Centric Wealth, Horwath, Permanent Trustee, and Godfrey Pembroke.

At Centric Wealth, she was a senior partner and the state manager of Victoria and also a wealth adviser at the firm's Brisbane office.

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

"Ms. Carroll will be responsible for providing comprehensive wealth advice for clients across every life stage," said Germon.

"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."

Morgans said the new hire comes at a time of substantial growth for its Milton and Springfield-Ipswich businesses.