Karen Walmsley
Financial Adviser
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About
Karen Walmsley is an ASIC-registered financial adviser based in Miranda, NSW, dedicated to providing comprehensive and personalised financial solutions. With a Bachelor of Commerce (Accounting) from the University of Western Sydney (1996) and a Diploma of Financial Services (Financial Planning) from Financial Services Training & Assessment (2008), Karen has built a strong foundation for her career. She has further enhanced her expertise through specialised courses, including Margin Lending and Geared Investments, Taxation and Estate Planning, and the Accredited Aged Care Professional Program. Karen is also a Fellow Chartered Financial Professional (FChFP) through the Association of Financial Advisers (AFA). As a registered financial adviser, Karen is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. She holds memberships with CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the National Tax & Accountants Association Ltd (NTAA), reflecting her commitment to upholding the highest professional standards. Karen is passionate about helping her clients achieve their financial goals through tailored strategies and ongoing support. Whether you're planning for retirement, managing your wealth, or seeking advice on insurance and superannuation, Karen can provide the expert guidance you need. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Karen Walmsley today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Karen Walmsley offer?
Karen Walmsley provides advice on a range of financial areas including superannuation, retirement planning, wealth management, insurance, and investments. She can help you create a personalised strategy to achieve your financial goals.
What are Karen Walmsley's qualifications and experience?
Karen holds a Bachelor of Commerce (Accounting), a Diploma of Financial Services (Financial Planning), and has completed several specialised courses in areas such as margin lending, taxation, and aged care. She is also a Fellow Chartered Financial Professional (FChFP) and a member of CPA Australia, FAAA and NTAA.
What is the first step in working with Karen Walmsley?
The first step is to schedule an initial consultation. This allows Karen to understand your current financial situation, goals, and risk tolerance. From there, she can develop a tailored financial plan to suit your needs.
How does Karen Walmsley stay up-to-date with changes in the financial industry?
Karen is committed to ongoing professional development and regularly participates in training and education programs. She is a member of several professional organisations, including CPA Australia, the FAAA, and NTAA, which provide access to the latest industry insights and regulatory updates.
What can I expect from the financial planning process with Karen Walmsley?
You can expect a personalised and collaborative approach. Karen will work closely with you to understand your unique circumstances and goals. She will then develop a comprehensive financial plan and provide ongoing support to help you stay on track.
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