About
Caroline

Letting someone into your financial life is one of the most intimidating things that many people do. Over the course of operating Summerhill Financial Services, many of my clients have become friends. I hope I can do the same with you. 

I began Summerhill Financial Services out of a desire to use my financial knowledge to help clients realise their potential as individuals, not to just make money. I carefully select my clients to ensure that our goals are aligned.

I invite you to get to know more about my personal and professional background.

Learn more about Caroline >

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Memberships & Achievements

I am a Certified Financial Planner (CFP®), the highest financial planning designation worldwide, and hold the following professional memberships.

I am a member of the Network Financial Planner, an association dedicated to the development of skills in financial planning and the required qualifications in financial advice in Germany.

I have been nominated for several business and finance awards, including the 2012 AFA Female Excellence in Advice Award and the 2009 Telstra Business Awards, and have twice entered the Masterclass for Financial Planning exam, both times being named in the top 50 advisers within Australia. I am often quoted in financial, corporate and business media articles, relating to advisers using technology and appropriate training.

Fees

Summerhill Financial Services was set up as a fee-based practice, so it doesn’t accept investment commissions.   

You’ll find all our fees fully outlined in our Financial Services Guide. We’ll agree them with you before you become a client of Summerhill Financial Services, so you know exactly what to expect.