Meine Schwerpunkte

  • Altersvorsorge
  • Geldanlage
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Letzter positiver Kommentar

Caroline's professional and personal approach really appealed to me. As an independent consultant, she showed me how to stay in control of my finances and advised against some of the ideas I had because she could see they would lead to potential financial stress. I came out with a clear idea of how much... ... mehr

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1 geprüfte Bewertung über Caroline Bell

FinMarie GmbH, Berlin

5,0 von 5

Penelope R. schrieb am 27.08.2020 (neueste Bewertung)

„Maß geschnitten Beratung für Expat in Deutschland / Tailored advice for Expat in Germany”

Profil von Caroline Bell

Caroline Bell has been part of FinMarie as a co-founder since mid-2019. Extremely successful after over 28 years of financial advice experience in Australia, she sees FinMarie as an opportunity to also help women in Europe to gain more control over their finances. After working for many years for the global tax consultancy Arthur Andersen (now Andersen), specializing in individuals and expatriates, she founded her own firm in Australia in 2006 , which quickly developed into one of the fastest-growing financial advisory firms in Australia and had a waiting list for new clients after a short time.

Caroline now specifically advises expatriates and our English speaking clients at FinMarie, as well as running workshops in English for organisations who wish to provide financial education to their employees.

Caroline loves to see her clients achieve their lifestyle goals. She lives what she preaches by successfully traveling the world, and living on two continents (Australia and Europe).

Beratungsansatz

My goal is to help women achieve confidence with their money and finances. I help my clients understand their goals, and then work with them to develop a financial strategy to achieve those goals. As a native English speaker, and having been a financial adviser in three countries for nearly thirty years, I specialise in financial advice for expatriates.

Satisfaction ratings from clients in Australia can be found here from the Adviser Ratings website in Australia.

Caroline Bell ist...

  • Honorarberater
  • Finanzberater
  • Unabhängige Berater

Beratungsschwerpunkte

Grafik von einem ansteigenden Balkendiagramm

Geldanlage

Kompetenzen

Berufserfahrung

  • Senior Manager at Andersen in Melbourne, Australia and London, UK
  • Senior Manager at Pitcher Partners, Melbourne Australia
  • Senior Adviser at Australian Private Capital, Melbourne Australia

NOW: 

  • Co-Founder and Chief Operating Officer at FinMarie, Germany
  • Founder and Principal at Summerhill Invest and Summerhill Financial Services, Australia

Zusatzqualifikationen

  • Bachelor of Commerce, University of Melbourne
  • Certified Financial Planner, Financial Planning Association of Australia
  • Diploma of Financial Planning, Financial Planning Association of Australia
  • Life Risk Specialist, Financial Planning Association of Australia
  • Certificate in Financial Planning, UK

 

Kundenprofil

  • Selbstständige
  • Beamte
  • Rentner
  • Angestellte
  • Studenten


Beratung in folgenden Sprachen möglich

  • Englisch

Weitere Informationen

Tätig in:

I particularly specialise in expatriates, anyone who has moved to another country (and especially to Germany from another country) and needs financial advice.

Impressum und Pflichtangaben

Adresse:
FinMarie GmbH
Haus Cumberland 194
10707 Berlin