Principal

B Comm, Dip FP, FPC, CFP, SSA

Since 1993, Caroline has been providing tax and financial advice in chartered accounting firms and boutique financial planning practices.

Caroline joined Arthur Andersen in 1993 and spent nine years with the firm providing tax and financial advice to individuals and expatriates. As part of Caroline’s time with Arthur Andersen, she spent a year in the London office providing financial advice to individuals and their families.

Caroline then worked as a Senior Manager at Pitcher Partners for two years in their financial planning practice, before joining a small boutique financial planning practice. Caroline spent more than two years there as a Senior Planner before deciding to establish Summerhill Financial Services to continue to provide personalised high quality financial advice.