Caroline Epstein
Associate
Caroline Epstein – Associate
Caroline grew up in Melbourne before joining the NSW Police Force, where she spent the first half of her career working in Sydney before transferring to Albury. With a growing interest in finance, Caroline pursued studies in financial planning. After 24 years in law enforcement, she transitioned into financial planning and joined Invest Blue as an Associate in the Albury/Wodonga office in August 2024. Caroline is set to begin her Professional Year in 2025 and looks forward to becoming a qualified financial adviser, helping clients achieve their financial goals and dreams.
Outside of work, Caroline enjoys spending time in nature, especially hiking. She is an avid reader of non-fiction and loves to spend time with her young son and two dogs.
Qualifications:
- Graduate Diploma of Financial Planning (University of New England)
- Diploma of Financial Planning (Monarch Institute)
- Bachelor of Arts in Social Sciences (La Trobe University)
Memberships:
- Financial Advice Association of Australia
