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 is passionate about improving the financial literacy of her clients and her community. She aims to empower and educate her clients, working with them to secure and improve their futures. Karlee also prides herself on community involvement; she is an active member of the AFA Pro Bono Network and Zonta International, an organisation dedicated to improving the lives of women worldwide. In 2017, she was a finalist for the AFA Rising Star of the Year Award.

 

Financial Services Guide (Part 2)
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