Introducing Your Finance and Investment Consultant
Carlyle Wells-Peris has accumulated a wealth of International, Investment Banking, Finance and Wealth Creation experience. Having distinguished himself at Citigroup, the world's largest financial institution at both their Dubai and Sydney offices, he quickly advanced up the corporate ladder, winning many awards such as the prestigious Service Excellence Award along the way.
After moving to Brisbane in January 2003, Carlyle joined RAMS as a Home Loan Manager and then moved on joining Harcourt's Financial Services as Area Manager. He has since established his own consulting business giving him more scope to diversify using his wealth of experience.
"I strongly believe that I have found a niche for myself by providing financial solutions with service excellence," he says. "I take an overall perspective when assessing my clients' needs. I work to meet their desired financial goals for the present while keeping their long term wealth creation goals in the plan."
Carlyle prides himself in being totally honest when guiding his clients. "I make a point of not telling them what they would like to hear, but rather what they should hear."
He has quickly become known as a specialist who has a strong service ethic and who regularly exceeds his clients' expectations.
"I look forward to helping you build the financial solution that fits your needs."
