Karen Walmsley

Powe Financial Advice Pty Ltd

Gold
14 Yrs Experience
Gymea, NSW 2227
My mission is to provide personalised advice in a caring and stress free environment, where people feel welcome and comfortable to work together on a financial solution for all stages of life. The aged care system is very complicated, my aim is to help families with the conversations around aged care options and to work with them in finding an effective solution that suits their goals and finances.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Powe Financial Advice Pty Ltd

Level 1, 63 Gymea Bay Road
Gymea, NSW 2227

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Karen help me compile and arrange my elderly mother estate, and assisted me getting her settled into aged care. We are so happy with the service and highly recommend Karen, we are also meeting with her to put together our own finances and retirement planning."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
1996

Taxation and Estate Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1996

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Training and Assessments (FSTA)
Completed
2008

Registered Taxation Agent

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Certified Practising Accountants Australia (CPA)

Membership type
Practitioner Member

National Tax & Accountants' Association (NTAA)

Membership type
Practitioner Member
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