A city skyline at night with a boat in the water.
Karen McClimon-Smith

Karen McClimon-Smith

Authorised representative number: 000259280

Senior Client Adviser

I have been providing clients with investment strategies and advice since 1994. My focus is on wealth accumulation, self managed superannuation funds and retirement.

Investment Style

Karen can provide advice to clients with existing investment portfolios and also to those seeking to create a new investment plan. Karen can provide investment strategies to create tax-effective and diversified investment portfolios with the objective of achieving the client's desired financial and personal goals.

Services and Specialties

Fixed Interest and Cash Management
Portfolio Administration
Wealth Management
Self-Managed Super Funds
Retirement and Estate Planning

Qualifications and Professional Affiliations

Ethics and Professional Relationships
Diploma of Financial Advising


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Financial Planning
Margin Lending
Managed Investments
Life Insurance
I am employed by Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me by way of percentage of fees.