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your personal wealth manager
Carroll, Pike & Piercy specialises in financial and retirement planning, self-managed superannuation funds and direct security investment management. Clients benefit from our experience and knowledge in all facets of financial planning, together with our rigorous approach to low risk, superior performing investment portfolios. A great strength is our rare combination of expertise, covering Wills and Trusts, estate planning, research, treasury, accounting, banking and stockbroking. We work directly with you to manage your portfolio of direct investments in ASX listed income securities, property trusts and Australian shares - becoming your personal wealth manager. |
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