Karen Wilkes

Executive Advisor

Karen Wilkes

I would love to help you find a solution that gives you peace of mind and allows you to sleep better.

Life can be complicated, and financial matters can be complex. It helps to have an expert on your side, providing sound advice and walking you through life changing moments such as preparing for, or entering retirement, navigating Centrelink rules and how they apply to you. Helping with questions like, ‘what now?’ when you have just been made redundant or received a compensation payment. Or simply, what to do when you have money to invest.

I consider it a privilege to have been able to provide financial advice for the past 22 years, helping people make good decisions and better choices and to enhance their financial security.

As for qualifications I hold a Bachelor of Commerce, Diploma of Financial Planning, SMSF Specialist Advisor Accreditation and am a Certified Financial Planner.

Contact Karen

M  0437416321
E kwilkes@viridianadvisory.com.au

What Karen’s clients say about her

“Karen is away approachable, takes time to explain benefits and ramifications clearly so that we are fully conversant with what we are undertaking. Karen’s manner is most friendly and professional and in doing so leaves us with the confidence that you are in good hands you can absolutely trust advice provided. I have dealt with Karen and a great many other planners over many years on a professional basis myself and have no hesitation whatsoever in saying that Karen is the most trustworthy and competent planner I have ever encountered”.

“Karen Wilkes has been my financial advisor for the last 10 years. She is fantastic. She is excellent at her job, and I trust her advice absolutely”

“Karen Wilkes is attentive, professional, has excellent listening skills and always kind, courteous and friendly”.

“I have no financial knowledge and my Planner has looked after me successfully for years and I trust her judgement at all times”.