Financial Planning Assistant

“Keep trying”

3 words describe yourself:
Honest, reliable & loyal

Karen has worked in the Financial Services Industry for over 25 Years. In that time she has worked in a number of roles including Victorian Compliance Manager and Business Partnership Manager. Karen completed an Advanced Diploma in Financial Services and is accredited to advise in Self Managed Super Funds.

Helping clients achieve their goals and understand their investments, is a very rewarding part of her job.

In her spare time Karen enjoys spending quality time with family and friends in her houseboat.