Carlyle Wells-Peris is a financial consultant who 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 their Dubai, Sydney and London 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 financial consultant 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 financial consultant 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.”
WP Group Pty Ltd
16 Dane Court
Manly West 4179
Tel 61 7 33486712
Fax 61 7 33485969
Integrity - To be fair honest and transparent in all dealings Understanding - To care, respect and have compassion with all business partners Excellence - To provide the highest possible standard in the quality of our services Creative Client Solutions - To think differently deliver swiftly and capture the value Compliance - To comply with our license to operate.
To build and develop the most professional finance solutions for all business partners and make a difference everywhere we engage as your financial consultant.