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.
Karen is always available to answer any queries and is very professional in the manner she provides information and advice
She is always on top of the current market trends and does her very best to help me to maintain the lifestyle that I want.
Karen is always approachable, takes time to explain benefits and ramifications clearly so that we are fully conversant with what we are undertaking. Karen does everything within her power to arrange meetings at the earliest possible convenience and both her and Anne clearly indicate what documents etc. are required for said meetings. Karen's manner is most friendly and professional and in doing so leaves you with the confidence that you are in good hands and can absolutely trust and 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 and in saying that I would have no issue whatsoever in recommending her to friends/family or anyone who would listen to my opinion of the service and care Karen provides her clients.
As indicated before, Karen is always just a phone call away. I must indicate at this stage that the reason why I have ticked the No. 9 boxes is because I am personally not able to review the results, but I expect to be able to ask Karen during our next meeting, how to go about this. It all hinges around passwords, I am sure.
Very efficient, and explains things thoroughly in our terms
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Viridian Financial Group LimitedSuite 4, Level 1, 5 Railway Terrace
Rockingham, WA 6168
Viridian Advisory Pty Ltd