Karen Els

Karen has worked in financial services for more than 20 years, with extensive private banking and wealth management experience. Karen holds a Bachelor of Commerce (Honours) in Business Management, an Advance Diploma in Financial Planning and is SMSF Accredited. Karen advises clients in holistic financial planning, which incorporates strategic planning, investment and risk management.

Investment Style

Karen takes into consideration each client's individual goals, preferences and risk appetite to personalise investment advice around a diversified portfolio which may include a combination of direct equities, listed investment companies, exchange traded funds, fixed interest and managed funds. Regular, proactive communication and review of investments and strategic advice is a cornerstone to quality ongoing client-adviser relationships and tracking of progress on achieving client goals.

Services and Specialties

Financial Planning

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Karen Els's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending and Geared Investments

Diploma of Financial Services (Financial Planning)

Self Managed Superannuation Funds

Bachelor of Commerce (Honours)

Bachelor of Commerce (Marketing Management)

Ethics and Professional Relationships

Associations

No items found.

Competencies

Superannuation

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of salary and percentage of fees.

I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary and a percentage of fees.