Karen Wilkes

Viridian Financial Group Limited

23 Yrs Experience
Rockingham, WA 6168

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 21 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.

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Viridian Financial Group Limited

Suite 4, Level 1, 5 Railway Terrace
Rockingham, WA 6168

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223