"Intrinsic to managing finances is adaptability and creative thinking and the passion to ensure that clients move from where they are now to where they want to be."
Karen has worked in the financial services industry since 1998 and as a client adviser since 1999 and is committed to helping her clients achieve their financial goals by developing wealth creation strategies that suit the individual client.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Superannuation Advice
Investment Style
Creating wealth is about building a nest egg for the future but it is also about increasing lifestyle in the present. Tax effective strategies maximize the effectiveness of financial strategies. Protection of wealth and regular reviews are also an integral part of the wealth creation process.
Industry Education & Experience
Qualifications
- Bachelor of Business (Accounting), Central Queensland University, 1997
- Diploma of Financial Planning, FPA & Deakin University, 2000
- CERTIFIED FINANCIAL PLANNER®, FPA, 2002
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Capricorn Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Rockhampton. My employer remunerates me by way of percentage of fees. As a shareholder of Capricorn Wealth Management Pty Ltd, I may be entitled to a share of profits.