Client Services Specialist
Carolyn joined the Step Up Financial Group in 2020
Prior to joining Julie Nipperess and the team, Carolyn worked in the Financial Services Industry for several years, and had a successful career as a lending manager for the Commonwealth Bank.
Carolyn has a Certificate IV in Accounting and has spent more than 30 years helping manage the farm and farm finances while raising three children.
Her combined career and personal experience positions her well to understand the unique needs of clients in the community, business, and the rural sector and those working mixed farming businesses.
She has a first-hand experience with the inevitable ups and downs attributed by weather patterns, the economy and market fluctuations.
Carolyn enjoys meeting people and assisting them to implement strategies tailored for them by Julie and the team.
“It’s rewarding to see people take control of their money, and sure up their financial future,” she says.
“Carolyn has a wonderful gift for building rapport quickly with people, which makes her an ideal client services specialist. Clients really benefit from her broad range of experience and knowledge,” says Julie Nipperess.