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Karen Els
Senior Financial Planner
I partner with my clients to achieve their best financial future through sound strategic advice.
Karen has worked in financial services for more than 20 years, with extensive private banking and wealth management experience. Karen holds a Bachelor of Commerce (Honours) in Business Management, an Advance Diploma in Financial Planning and is SMSF Accredited. Karen advises clients in holistic financial planning, which incorporates strategic planning, investment and risk management.
Investment Style
Karen takes into consideration each client's individual goals, preferences and risk appetite to personalise investment advice around a diversified portfolio which may include a combination of direct equities, listed investment companies, exchange traded funds, fixed interest and managed funds. Regular, proactive communication and review of investments and strategic advice is a cornerstone to quality ongoing client-adviser relationships and tracking of progress on achieving client goals.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Wealth Management
Qualifications and Professional Affiliations
Advanced Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce (Marketing Management)
Bachelor of Commerce (Honours)
Associations
No items found.
Competencies
Tax (financial) Adviser
Financial Planning
Life Insurance
Managed Investments
Generic
Margin Lending
Superannuation
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Securities
ASIC Financial Advisers Register
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me by way of salary and percentage of fees.
