Company History
Carroll, Pike & Piercy was conceived by founding Directors Steven
Carroll, Nicholas Pike, Alistair Piercy and John Ham (now retired), and
incorporated in May 1999.
Our founding vision was to provide outstanding advice in all areas
of financial and retirement planning, advice that is transparent, accountable
and fulfils our clients' investment goals. A unique investment approach
makes it all possible; in-house investment portfolios are specifically
designed on an individual basis, and risk is minimised by employing the
prudency provisions for the investment of trust funds under the Trustee
Companies (Amendment) Act 1993.
Specialising predominately in establishing and monitoring direct investment
portfolios and Self Managed Superannuation Funds, we have experienced
growth each year, and our team now manages over $400 million of investment
capital for over 400 clients.
Carroll, Pike & Piercy has shown that it is possible to form close
relationships with clients through regular communication, and by remaining
transparent and accountable. |
