- Bachelor of Business (Management)
- Bachelor of Economics
- Advanced Diploma of Financial Planning
Carey-Ann commenced working with Prosperity Advisers in July 2019. She has over 15 years’ experience working in the banking and finance industry with 10 years’ experience in paraplanning, financial advice and operations.
Previously, Carey-Ann was a State Operations Manager (Advice) for BT Financial Group, where she supported the State General Manager and Advisers whilst implementing process improvements and maintaining compliance capabilities for the state.Carey-Ann supports the Financial Services team in monitoring compliance, implementing process improvements and overseeing the functions of different roles within the team.