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KF

Karen Faehndrich

Financial Adviser

Pitcher Partners Private Wealth Operations Pty Ltd
Newcastle West, NSW 2302

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About

Karen Faehndrich is an ASIC-registered financial adviser based in Newcastle West, NSW, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a strong academic foundation including a Bachelor of Economics and a Bachelor of Business from the University of Newcastle, Karen further solidified her expertise with an Advanced Diploma of Financial Planning from Kaplan Professional Education and the prestigious Certified Financial Planner designation from Deakin University. As a member of the Financial Advice Association of Australia (FAAA), Karen adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Karen's commitment to her clients is reflected in her personalised approach, tailoring strategies to meet their unique circumstances and aspirations. Whether you're planning for retirement, building wealth, or protecting your family's future, Karen provides expert guidance and support every step of the way. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Karen Faehndrich today to schedule a consultation and discover how she can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Wealth accumulation Insurance solutions Superannuation optimisation Investment advice Risk management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000515251

Verify on ASIC Register

Authorised Representative Number

000311391

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Karen Faehndrich provide?

Karen provides advice on a 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.

What qualifications does Karen Faehndrich have?

Karen holds a Bachelor of Economics, a Bachelor of Business, an Advanced Diploma of Financial Planning, and the Certified Financial Planner designation.

What is Karen Faehndrich's advice process like?

Karen takes a personalised approach, tailoring strategies to meet each client's unique circumstances and goals. She will work with you to understand your current financial situation, your future aspirations, and your risk tolerance to develop a comprehensive financial plan.

What should I expect during my first meeting with Karen?

During your first meeting, Karen will discuss your financial goals, gather information about your current situation, and explain how she can help you achieve your objectives. This is also an opportunity for you to ask questions and determine if Karen is the right financial adviser for you.

Why should I choose Karen Faehndrich as my financial advisor?

Karen combines her extensive knowledge and experience with a genuine commitment to her clients' success. As an ASIC-registered financial adviser and a member of the FAAA, she adheres to the highest ethical and professional standards. She provides personalised advice and support, helping you navigate the complexities of the financial world with confidence.

Get in Touch

Contact Karen directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.