Meet Cara Williams
Founder & Financial Adviser
Cara is a highly regarded, multi-award-winning financial adviser who has been working in financial advice since 2012 and advising clients since 2015. She has emerged as a guiding light for future generations, redefining the landscape of financial advice. Cara has shattered norms and defied expectations with her unique approach, striving for greater accessibility, understanding, and empowerment when it comes to money and life.
​Qualifications
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Graduate Diploma of Financial Planning
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Bachelor of Business (Management)
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Advanced Diploma of Financial Planning
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Diploma of Financial Planning
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Membership Association
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Financial Advice Association Australia (FAAA)​​
Awards & Professional Recognition - Winner of:
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IFA Excellence Awards
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Transformation of the Year 2024
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Young Adviser of the Year 2022
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Financial Advice Association of Australia/TAL
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Inspire Women Excellence in Advice Award 2023
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Women in Finance Awards
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Financial Adviser of the Year Award 2023
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Financial Standard
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FS Power50 Most Influential Advisers 2020, 2021, 2022, 2023, 2024 ​
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​​Awards & Professional Recognition - Finalist in:
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IFA Excellence Awards
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​Innovator of the Year 2024
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Holistic Adviser of the Year 2024
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IFA Excellence Award (Individual) 2024
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Women in Wealth Awards
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Financial Planner of the Year (QLD) 2025
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Financial Planner of the Year (QLD) 2024
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Women in Finance Awards
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Financial Adviser of the Year 2024
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Thought Leader of the Year 2024
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Young Leader of the Year 2024
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Women in Finance Excellence Award 2023
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Young Leader of the Year 2020
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Association of Financial Advisers Australia
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Female Excellence in Advice 2022
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