Karen is a Certified Financial Planner® and an Accredited Aged Care Professional™ with over 20 years experience. She holds a Diploma in Financial Planning and a Graduate Diploma in Financial planning and has further completed specialist courses in self managed super funds, direct shares, and aged care. She is also a Graduate of the Australian Institute of Company Directors. Karen has worked for a number of financial institutions including her own financial planning business until 2024, where she worked closely with accountants to achieve great client outcomes.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 7
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Innovative Wealth Management
Suite 6, 23 Fairwater DrHarrington Park, NSW 2567 Shop 2, 8-10 Revesby Place
Revesby, NSW 2212

Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665
