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Office locations in Tweed Heads and Gold Coast.

Our Financial Planner's also offer a premium advice service and can arrange to meet with you in the convenience of your own home or workplace.

For more information, or to book your FREE no obligation initial consultation with a Financial Planner please call us, email us or simply fill in the form below.

Meet the team

KAREN MIKLOS

Investment & Property Analyst

Karen Miklos, Investment & Property Analyst

With Karen’s background in mathematics, it’s no wonder she loves analysing our client’s investments and property portfolios. With over 16 years’ experience in the financial planning industry, Karen’s real passion is working with numbers, and working through the calculations to determine optimal financial strategies for our clients. Her high level of technical knowledge enables our advisers to provide the highest level of service to their clients.

Her formal qualifications include; Certified Financial Planner (CFP) program, Graduate Diploma of Applied Finance & Investments, Graduate Diploma of Financial Planning, Bachelor of Science (Mathematics major).

Away from the office, Karen is kept busy looking after her 3 young kids and keeping them out of mischief.

I love working through all the calculations and strategy options, and working out the optimal strategy for our clients.

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Testimonials

  • Daniel, thank you so much for all your help with our financial advice. We definitely value all the advice you have given us and have loved dealing with Oak Tree Financial Planning.  I would definitely recommend your services to others. ...
    -Anna and Adam Brisbane, Feb 2015

  • We are extremely happy with the service that Oak Tree Financial Planning has offered us. Within 3 years they showed us how we could afford 2 investment properties without it affecting our current lifestyle. I don’t think we would be in our current position without their help. They took the time ...
    -Lloyd and Michelle Canberra, ACT Sept 2015

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