Carter Financial Services

01/08/2023

New financial year, new business name! Did you know we have changed our business name?

Say hello to Coast Financial Planning! 👋

Give our new page a like!

28/03/2023

we would like to congratulate Holly for starting her professional year and taking the steps towards becoming a qualified advisor 👏👏

04/12/2022

We are on the look out for an enthusiastic administration assistant! We are a financial planning business located in Ballina NSW.

You will be responsible for providing administration support to the adviser when necessary and front and back office administration

The ideal candidate will have: strong administration and computer skills, attention to detail, strong communication skills and a knowledge of insurance, superannuation and investments is preferred but not essential.

If this sounds like you please email us your resume at [email protected]

01/03/2022

Our hearts are breaking for everyone who is affect by the floods happening across nsw and qld🤍 we will be working from home so please email us at [email protected] or 0428607353. We will be responding to everyone as soon as possible due to the telecommunications issues.

19/04/2021

Do you have questions about your Personal Insurance or Super funds? Come in for a free no obligation meeting today!

02/02/2021

Have you got a Will?
Does your Will need updating?

Westpac Rescue Helicopter 🚁 Wills Week

March 22-26

Visit https://wills.rescuehelicopter.com.au/willsweek/

Start 2021 organised and have your Will sorted- online bookings now open!

Wills Week is made possible through the generous support of solicitors who donate their time to ensure that 100% of your booking fee is donated to the Westpac Rescue Helicopter Service and will be taking place from the 22-26 March. Wills Week is a great opportunity to have a fully qualified professi...

14/12/2020

Thank you for all of your support throughout 2020..... A year we will never forget!
2021 will bring a fresh start with a new office space to fit our expanding team

Our Office will be closed from Wednesday 23rd December- Reopening Monday 11th January. For after hours urgent matters please contact Trish.

Visit the post for more.

03/11/2020

Melbourne cup covid style!