Karen McClimon-Smith

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DipFA

Authorised Representative: 000259280

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."

Services and specialities

  • Fixed Interest and Cash Management
  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Diploma of Financial Advising , Securities Institute of Australia, 2001
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
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.