Our Financial Adviser is a qualified professional supported by Alliance Wealth’s in-house resources and ongoing technical, systems and product training. Powe Financial Services take the time to understand your needs and identify strategies and products to help you achieve your financial goals.
Karen is a Sub Authorised Representative (No. 328955) and director of Powe Financial Advice Pty Ltd which is a Corporate Authorised Representative (No. 315124) of Alliance Wealth Pty Ltd.
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.