About Me

Cara is a Financial Adviser that works to educate, motivate and assist her clients to live well. She develops strong, authentic relationships with her clients, truly getting to know them and what their version of living well is, so she can help them build a life with both money and meaning. Cara’s analytical and detailed methods ensure the financial complexities in her clients’ lives are effectively managed, easing their financial stress to give them more time to focus on what they really enjoy.

Cara has a Bachelor of Commerce degree, majoring in Economics and Investment Finance. She is a Certified Financial Planner® (CFP®), an accredited Self-Managed Super Fund Specialist Adviser, and is authorised to provide Tax (Financial) advice services. Cara has completed her Diploma of Financial Services (Financial Planning) as well as her Listed Securities and Managed Investment RG146 Accreditation.

Cara plays an active role in the financial advice community acting as the WA State Chair for the Financial Adviser Association Australia (FAAA) Inspire Committee that works to empower women with their finances as well as increase the number of female financial advisers in Australia.