Caroline is the newest member of the Keep Wealth Team. Her role as Wealth Support Officer is to help assist clients and make their experience with us seamless and enjoyable. She also helps with the day to day running of the business, so we have more time to direct to our clients and help grow Keep Wealth Partners.
Caroline has been in the financial service industry for over 15 years. Starting out in accounting and migrating across to Financial Planning. She has recently completed her Graduate Certificate in Applied Finance. She enjoys working closely with clients to achieve their goals and make sure they are comfortable every step of the way.
Outside of work Caroline is a mother of two who keep her busy. When she has time, she enjoys paddleboarding, wakeboarding, riding her bike and skiing in the winter.
