CARLO SANTOS

CARLO SANTOS

CARLO SANTOS

ASSOCIATE FINANCIAL PLANNER

Carlo is an Associate Financial Planner at Signate Private Wealth.

Carlo holds a Bachelor of Commerce, majoring in Financial Planning and Economics. He began in the industry in 2018, working his way through Client Services and Paraplanning roles. Joining Signate Private Wealth in 2022, he has completed his professional year and is now a qualified financial planner.

Carlo believes there is no “one size fits all” approach to financial advice. His affinity with people allows him to unpack and understand each client’s unique goals, challenges and aspirations. He takes pride in developing tailored strategies to designed to support clients on their path to financial independence.

Originally from Darwin, Carlo enjoys all things outdoors. He enjoys fishing, camping and everything in between. He is an avid traveller and will seize any opportunity to gain new experiences.

Varsity Lakes

Phone: 07 5580 9489

Address:
Suite 1303, Lakeside 2, Bermuda Point
1 Lake Orr Drive, Varsity Lakes QLD 4227

Email: [email protected]

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Kirra

Phone: 07 5536 1301

Address:
60 Musgrave Street, Kirra QLD 4225

Email: [email protected]

Mailing Address:
60 Musgrave Street, Kirra QLD 4225

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Brisbane City

Phone: 07 3067 7960

Address:
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Brisbane South

Phone: 07 3392 0077

Address:
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : [email protected]

Mailing Address:
Suite 375, 7 Clunies Ross Ct,
Eight Mile Plains QLD 4113.

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Mermaid Beach

Phone: 07 5534 5885

Address:
Level 1, 8/2431 Gold Coast Highway, Mermaid Beach QLD 4218

Email : [email protected]

Mailing Address:
PO Box 164, Mermaid Beach QLD 4218.

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Adelaide

Phone: 08 8333 3398

Address:
Suite 8, 154 Fullarton Road, Rose Park SA 5067

Email : [email protected]

Mailing Address:
Suite 8, 154 Fullarton Road, Rose Park SA 5067

Mon - Fri: 8.30 am - 5.00 pm
Sat - Sun: Closed