MenuKaren McTier CFP®
About Me
Intrinsic to managing finances is adaptability, creative thinking and the ability to apply technology, but even more important is the ambition to ensure that clients move from where they are now to where they want to be and this is my passion. I have worked in the financial services industry since 1998 and as an adviser since 1999 and I am committed to helping clients achieve their financial goals by deloping wealth creation strategies that suit the individual client.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 26 Years -
Licensed By Morgans Financial Limited
