We are delighted to introduce Carsten, an experienced Financial Services Leader whose impressive career spans retail, public, and industry fund sectors within boutique, medium-sized, and large-scale Wealth Management businesses, including Superannuation Funds.
Carsten has excelled in various roles, including stakeholder relationship management, people leadership, and supervising and monitoring professional staff such as Financial Advisers and Paraplanners. His expertise extends to risk and compliance, where he has established robust frameworks, led teams, and conducted thorough control testing. Additionally, Carsten has a strong background in quality assurance of financial advice, complaints remediation, and strategic planning.
With a knack for developing innovative strategic initiatives and connecting strategy to operations, Carsten leads the execution of these initiatives practically and inclusively. His substantial due diligence, investigative skills, and natural curiosity enable him to present effectively at all management levels.
Carsten’s key strengths include collaboration, setting high standards, empathy, a customer-centric approach, and building trust. His past employers, including KPMG, AMP, QSuper, and Garrisons Financial Planning, have benefited from his exceptional leadership and expertise.
We are confident that Carsten’s wealth of experience and dedication will significantly benefit our clients and partners. Please join us in welcoming him to our team!
