Karen has over 25 years of experience in financial services, starting in an administrative role and advising for over 20 years. She has gained substantial knowledge in wealth development and preservation, cash flow management, Centrelink, and retirement planning.
She is known for building trustworthy relationships with her clients and providing them with peace of mind, ensuring they make the most of their financial resources and opportunities while paving the way for a more secure financial future.
Outside of the office, she divides her time between renovating her log cabin as a weekend getaway near Lake Eildon and raising her teenage daughter to be independent and resilient. She is a passionate All Blacks supporter and is currently challenging herself to learn to wakeboard.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Melbourne office
