Head of Administration – Bowmore Financial Planning
Carlie manages the administration team, overseeing workflow, project management and reviewing processes to ensure they are robust and compliant.
Carlie joined Citimark in December 2013 and has 20 years’ experience within Financial Services. Previously working as both personal assistant and paraplanner to advisers, providing research and compiling comprehensive suitability reports and reviews for clients. She has a certificate in financial planning and completed the R03 “Investment and Risk Principles”, a unit from the diploma in Regulated Financial Planning.