Karen Wilkes

Karen Wilkes

Executive Financial Advisor

PROFESSIONAL MEMBERSHIP:
Financial Advice Association Australia (FAAA)

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.

Speak to our experienced team today…