Marilyn CarterPrivate Client Adviser & Dealing Desk Administrator

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areas of expertise
  • Equities
  • Interest rate investments (hybrids, bonds)
  • Sales of single holdings of shares
  • Deceased estates
education
  • M.Com. (Professional Accounting) UNSW
  • Diploma Financial Markets (Fellow, FINSIA)
  • Diploma Corporate Governance & Risk Management (AGIA, ACG)
  • Associate CPA Australia

Over 30 years’ experience in financial markets, both shares and fixed income.

contact details

02 8067 7084 or +61 407 272 830
Level 18, Australia Square Tower Building, 264 George Street
Sydney, NSW, 2000

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