Carol Herrman

Financial Adviser

Carol began her career at Navigate Financial Group in administration but with her comprehensive business skills and passion for the industry she naturally progressed to become a Financial Adviser.

Carol views Financial Planning as an opportunity to make a positive difference in every one of her clients lives. Carol is very committed to her clients and with her passion for helping them achieve their goals whilst doing what she loves, she finds this process to be very rewarding and motivating. 

Originally from Brazil, Carol brings a different approach to the Australian Financial Planning industry, she will work with you to formulate the best possible  approach for you and your family to achieve your goals. Carol’s main aim is to drop the confusing terminology used in the financial planning industry and break down the strategy into everyday language so her clients gain a deeper understanding of their strategy and  greater knowledge of financial planning practices .   Carol’s qualifications include a Diploma of Marketing, an Advanced Diploma of business Management, a Bachelor of Business Administration and a Diploma of Financial Planning.

Outside of work Carol is a passionate advocate for the less fortunate; she regularly volunteers for charity events and charities including the Cancer Council. Carol enjoys travelling and she loves outdoor activities, such as camping, as she believes connecting with nature is a great energy booster.

Contact Details

Level 2, 2-12 Pittwater Road, Manly

Book Your Comprehensive Financial Review Today!

Put yourself on the path to financial success; speak to one of our expert adviser’s today to find out how we can help you.