Karen Vickers

Arc Wealth Pty Ltd

Gold
20 Yrs Experience
St Leonards, NSW 2065
At ARC Wealth, we offer full-service financial planning services for individuals, management of medium-sized superannuation funds and financial benefits for employers and financial planning services and advice to their employees. Our expertise in insurance, investment and superannuation products allows for a clear understanding of how overall financial plans come together to leverage assets while matching our clients’ risk tolerances to their wealth goals. As evidence of our successful wealth management, we have ongoing relationships with individual clients spanning over 20 years and corporations for over a decade.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Arc Wealth Pty Ltd

Suite 20, 6-8 Herbert St
St Leonards, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Arc Wealth Pty Ltd

AFSL 243270

4.80
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—6 of 6

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4.50

"Karen became my Financial Adviser in the early 2000's and although I have changed Superannuation strategies and suppliers ending up with an SMSF, she has been with me all the way. I'd recommend Karen to anyone for her sound advice and personal and caring service in Superannuation and investment services."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Karen gives me advice in all areas specific to my needs i.e. superannuation, life and income protection and budgeting. Karen always explains things to me in a clear and concise way. It is Karen's continued knowledge and experience, that I feel confident in the advice she gives me and is right for my needs at that time. Karen always shows me full care, attention and support whenever I need it."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Karen has given me advice over many years and her advice has always been right for my needs. She has educated me in financial matters as I needed this right from the start and she continues to explain things to me in good detail. She advises me and discusses areas where changes are required to enable me to make decisions on such changes. Overall she is very efficient and supportive"

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Karen delivers on the promise of specialist and specific care for her clients. Her range of knowledge has exceeded my needs on every occasion. I have received advice on super funds, insurance and wealth growth strategies. Karen will provide you an honest assessment of your options in a way you can understand. Kate has never made me feel any less than her most important priority and delivers what she promises on time. I would have no hesitation in recommending Karen to any client looking for an honest and knowledgeable adviser"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Karen has always been able to help me throughout all the years. Ranging from Super, long term investments and all kinds of financial advice. She is very thorough and always has sound advice to give. Karen goes the extra mile to make sure I’m happy with the current situation and where I see myself in the future. She also takes into account personal life status and makes sure her advice suits my personal needs. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Karen has taken the time to clearly understand my financial position and future needs. She has worked with me through my investment portfolio, superannuation and put me in touch with other outside agencies for things such as loans and property investment. Karen is knowledgeable across the board of investment and financial planning and genuinely cares about her clients. After being under Karen's care for a couple of decades I am now in a very solid financial position. I could retire quite comfortably tomorrow if I chose to. I would never have been able to build my portfolio without Karen's expertise."

  • Superannuation
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2021

BRIA Risk Connect Program

Level
0 - Training / Exam / Other
Institution
Business Risk Institute
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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