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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221