"I have been providing clients with investment strategies and advice since 1994. My focus is on wealth accumulation, self managed superannuation funds and retirement."
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Retirement and Estate Planning
- Self Managed Super Funds
- Wealth Management
Karen can provide advice to clients with existing investment portfolios and also to those seeking to create a new investment plan. Karen can provide investment strategies to create tax-effective and diversified investment portfolios with the objective of achieving the client's desired financial and personal goals.
Industry Education & Experience
- Diploma of Financial Advising , Securities Institute of Australia, 2001
I am employed by Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me as your adviser by way of percentage of fees.
- Derivatives Level 1
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending