With Karen’s background in mathematics, it’s no wonder she loves analysing our client’s investments and property portfolios. With over 20 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 4 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.