MenuKaroline Besser CFP®
About Me
Having worked with some of the finest mentors and financial advisers for over 20 years, my decades of experience as an accountant and then financial adviser arms me with the skills to understand and articulate clients' financial and lifestyle challenges and I have the unique ability to explain often technical concepts in client-friendly language.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 23 Years -
Licensed By Findex Advice Services Pty Ltd
