Adviser Profile

Karlee has been in the financial planning industry since 2007. She has a genuine interest in her clients and their goals, and is committed to helping them grow and protect their wealth. With 10 years’ experience in training and coaching advisers, forming strategies and compliance, Karlee specialises in creating personalised superannuation, investment and insurance strategies for her clients.

Karlee has recently moved to Mackay from her hometown of Brisbane. She is passionate about being involved in the community, creating lasting relationships with her clients and working with them to secure and improve their futures.

Financial Services Guide (Part 2)
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