Karen Walmsley FChFP
About Me
I have been a Certified Practising Accountant since 1996 and am also a Registered Tax Agent. I help clients structure their personal and business finances both now and for the future. My mission is to develop and maintain long lasting client relationships by providing strategic financial planning advice to my clients in the following areas: Strategic retirement advice to help clients maximise their incomes today and in retirement; Aged Care planning advice; Superannuation planning; Cash flow and debt reduction planning.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 16 Years
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Licensed By Alliance Wealth Pty Ltd