Carey Allen

Carey joined ipac in 2010 and follows a dynamic and result orientated approach to financial advice. He helps clients across a broad base of professional spectrums: senior executives, professionals and retirees make smart, strategic decisions with their money so they can meet their financial and lifestyle goals.

Carey maintains a robust academic standing across an MBA from The Australian Graduate School of Management (currently ranked 35th in the world) a Diploma in Financial Services (Financial Planning) and a Bachelor of Communications. He also has published academic works in ‘Dramatic Psychological Storytelling’ an organisational psychology based research text.

Carey believes that good advice comes from understanding the people behind the money and using their lifestyle goals to create the optimal strategy. He also firmly believes that an unbiased approach to financial advice is one of the key benefits he provides to his clients. Using these methods, he helps his clients successfully build wealth, manage lifestyle changes and plan for retirement.