Contact

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Patrick

Patrick

Director

 

0438 842 632

patrick@advicecowealth.com.au

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About Patrick

Patrick has over 16 years’ experience in the Financial Services Industry with a wide range of experience.

Patrick’s experience in the Financial Planning Industry has involved working for boutique advice firms and a large institutional bank where he has delivered holistic advice solutions to his clients.

Patrick gets great satisfaction out of ensuring his clients have appropriate personal protection strategies in place to ensure they have peace of mind.

Advice Specialties: Patrick provides personalised and detailed advice in the areas of retirement planning, retirement, superannuation, insurance, and Self-Managed Super Funds (SMSF).

Away from work Patrick enjoys spending quality time with his family and friends. Patrick is also an avid football and soccer follower.

Carmela

Carmela

Director

 

0407 618 991

carmela@advicecowealth.com.au

Financial Services Guide >

About Carmela

Carmela has been in the financial services industry for over 30 years, working in service and supervisory roles for large super funds, credit unions and institutional banks. She has been directly advising clients since 2007.

Carmela’s motivation comes from a strong desire to educate and guide her clients as they work towards achieving their financial goals and keeping them on track as their circumstances change.

Carmela has a broad range of technical knowledge and experience, focussing in on her clients’ complete circumstances when giving advice.

Her areas of particular focus are Superannuation and Retirement planning, maximising Centrelink benefits, Self-Managed Super Funds, Personal Risk Protection and Aged Care advice.

Outside of work, Carmela is busy with her husband, two adult sons and caring for elderly parents. When she gets it, she enjoys spending quality time with family and friends.

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Whether over the phone or in person, allow us to offer you financial advice that suits your unique situation. At the very least, we'll point you in the right direction.

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Contact

Patrick 0438 842 632

Carmela 0407 618 991

admin@advicecowealth.com.au

167 Flinders Street, Adelaide SA 5000, Australia

 

Patrick Forrester

Advice Co. Pty Ltd
Authorised Representatives

GWM Adviser Services Limited

Australian Financial Services Licensee

Registered Office at 105 – 153 Miller Street North Sydney NSW 2060

 

Carmela La Starza

La Starza Advisory Pty Ltd
Authorised Representatives

GWM Adviser Services Pty Ltd

Australian Financial Services Licensee

Registered Office at 105 – 153 Miller Street North Sydney NSW 2060

GENERAL ADVICE - Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. 

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