Karen Walmsley
Financial Adviser
and Accountant
B Comm (Acctg), CPA, FChFp, Dip FS (FP), JP
and Accountant
B Comm (Acctg), CPA, FChFp, Dip FS (FP), JP
About Karen:
Karen has worked in the financial services industry since 1989 and as a Financial Adviser since 2008.
Karen’s experience is complemented by professional qualifications including:
- Fellow Chartered Financial Practitioner
- Certified Practising Accountant
- Bachelor of Commerce (Accounting)
- Diploma Financial Services (Financial Planning)
- Accredited Aged Care Professional
- Certificate of Self Managed Superannuation Funds
- Certificate of Margin Lending and Geared Investments
- Certificate of Taxation Planning and Estate Planning
- Certificate of Margin Lending
- Registered Tax Agent
Karen’s guiding principle as a Alliance Wealth Financial Adviser is to design plans which help to provide her clients with clarity of purpose and the opportunity to build a solid financial foundation.
She will take the time to listen, explain things clearly and keep you informed throughout the advice process.