Tell us about how you contribute to the success of Carrick Wealth as an organisation.
My role as a Financial Advisor is to provide value for our clients and help people with planning for their futures and creating generational wealth. We have a fantastic team with great leadership who are all extremely supportive and encouraging.
What is the best part about your job?
Ah, this is a tough one! There are so many things I love about my job. I love that I get to meet and speak to new people every day and help them to achieve their financial goals and dreams. I love helping people solve problems and providing a vehicle for clients to achieve their ‘someday’. Becoming a part of a clients’ lives throughout their financial journeys, is very rewarding.
Tell us about your personal and professional growth while working at Carrick.
As an Advisor I have learnt a great deal since I started working for Carrick. I have been lucky enough to be surrounded by an amazing team who have many years of experience and are all very supportive. Personally, working at Carrick has made me push boundaries and step out my comfort zone (although sometimes it felt like I was jumping with both feet out of that comfort zone and on the odd occasion diving out of it! Haha!). It has helped me overcome so many of my fears and showed me that ANYTHING is possible! We have a very positive team and that positivity rubs off on all areas of our lives.
What is a typical day at work like for you?
Prospecting, networking and training.
We are always looking for driven people to join our growing team.