I have been advising clients for over 22 years and specialise in managing the complex financial needs of high net worth individuals and small to medium business owners. My passion is looking after my clients’ total financial wellbeing.
As a Director in Prime’s Wealth Management & Superannuation division, Karen is responsible for contributing to the growth and development of this division in particular the SMSF business. Karen is responsible for…
I have been involved in the financial services industry since 2014 after graduating from Deakin University with a Bachelor of Commerce. I have furthered my financial planning qualifications having achieved the Certified Financial Planner (CFP®) designation.
My experience since 2005 within wealth management, private family offices and corporate banking, enables me to work with clients of differing needs. My focus is to provide clients with comprehensive strategic and investment advice that supports wealth creation and wealth protection.
I’ve been in the financial services industry for over 15 years and have a depth of knowledge and experience in superannuation, pensions, investments and personal insurances. My passion is to build trusting relationships with my clients, as well as continually develop my professional education standards.
After completing a Bachelor of Commerce (Financial Planning) at Deakin University, I joined Prime in 2015 in a Paraplanning and Compliance role. I have moved to an advisory role and having also completed a course in Self-Managed Superannuation Funds, enjoy helping clients invest and grow their wealth to provide the best chance of attaining their goals.