Carly Robertson

Carly Robertson

Financial Planning Associate

Carly joined Forrest Private Wealth in 2022 as Financial Planning Associate. Carly has a Diploma and Bachelor of Business and a Diploma and Graduate Diploma in Financial Planning.

Carly has over 8 years of experience in the financial planning environment, where she has developed into an accomplished financial service professional possessing a wide skill set. Carly has excellent people skills and finds it easy to build rapport with clients.

Carly will be working closely with Peter, who will supervise her Professional Year, and will move to advising clients directly within the firm in 2023.

Carly spends her spare time at the beach or enjoying quality time with her dog Indi, family, and friends.

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