Karen McTier
BBus CFP® DipFinPlan
Financial Planner and Branch Manager
Intrinsic to managing finances is adaptability and creative thinking and the passion to ensure that clients move from where they are now to where they want to be.
Karen has worked in the financial services industry since 1998 and as a client adviser since 1999 and is committed to helping her clients achieve their financial goals by developing wealth creation strategies that suit the individual client.
Investment Style
Creating wealth is about building a nest egg for the future but it is also about increasing lifestyle in the present. Tax effective strategies maximize the effectiveness of financial strategies. Protection of wealth and regular reviews are also an integral part of the wealth creation process.
Services and Specialties
Self-Managed Super Funds
Personal Insurance
Superannuation Advice
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Business (Accounting)
Associations
No items found.
Competencies
Margin Lending
Financial Planning
Securities
Superannuation
Managed Investments
Generic
Life Insurance
I am employed by Capricorn Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Rockhampton. My employer remunerates me by way of percentage of fees. As a shareholder of Capricorn Wealth Management Pty Ltd, I may be entitled to a share of profits.
