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Karen McClimon-Smith
DipFA
Senior Client Adviser
I have been providing clients with investment strategies and advice since 1994. My focus is on wealth accumulation, self managed superannuation funds and retirement.
Investment Style
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.
Services and Specialties
Fixed Interest and Cash Management
Portfolio Administration
Wealth Management
Self-Managed Super Funds
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Diploma of Financial Advising
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Securities
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
Tax (financial) Adviser
Financial Planning
Margin Lending
Managed Investments
Life Insurance
Superannuation
ASIC Financial Advisers Register
I am employed by Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me by way of percentage of fees.
