We are pleased to introduce the newest team member at the Carter Group Sarah Ivanov. Sara is currently studying Economics at QUT and has a keen interest in the finance industry. Her role in the Carter Group is to facilitate our online risk applications and client data forms.
Archive for the 'Uncategorized' Category
23
Nov
10
Craig Ball’s recent Road Show
Hi everybody, and welcome to the first blog for The Carter Group. I have just returned from a quick trip to all of the capital cities where I was asked by Professional Investment Services to show other risk advisers, financial planners and accountants some of the services that we provide our clients. There was particular interest in our Estate Facilitation Service and many attendees were amazed at the detail that we go into when structuring our client’s estates. You can view snippets of these presentations on our website or look out for them on YouTube.
Stay tuned over the coming months as we have some very exciting projects happening. Don’t hesitate to contact our friendly staff if you need to organise a time to see Peter, Satvir, Chris or myself. If you haven’t been to our new premises in West End, then please pop in and say “hi”.
We would love to catch up with you.
Talk soon.
Craig
