Kharen Kaleda
Financial Adviser
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About
Kharen Kaleda is an ASIC-registered financial adviser based in Thornleigh, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a Bachelor of Commerce from the University of Wollongong (1992) and specialist training in Margin Lending & Geared Investments from Kaplan Professional (2010), Kharen possesses a strong foundation of knowledge and expertise. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Kharen adheres to the highest ethical and professional standards. Kharen is authorised to provide advice on a comprehensive range of financial products, ensuring clients receive holistic and well-rounded solutions. This includes superannuation, insurance, wealth management, and retirement planning. Kharen can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or require insurance to protect your assets, Kharen can provide the expert guidance you need. Contact Kharen today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Kharen Kaleda offer?
Kharen Kaleda specialises in superannuation advice, insurance, wealth management, and retirement planning, among other areas. She is authorised to advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Kharen Kaleda's qualifications?
Kharen holds a Bachelor of Commerce from the University of Wollongong and has completed specialist training in Margin Lending & Geared Investments from Kaplan Professional. She is also a member of Chartered Accountants Australia and New Zealand (CA ANZ).
What is the process of working with Kharen Kaleda?
The process typically begins with an initial consultation to understand your financial goals and current situation. Kharen will then develop a tailored financial plan based on your needs. Regular reviews and adjustments will be made to ensure your plan remains aligned with your objectives.
What can I expect from a financial planning session with Kharen?
You can expect a thorough assessment of your financial situation, clear and easy-to-understand advice, and a personalised plan designed to help you achieve your financial goals. Kharen is committed to providing ongoing support and guidance.
How can Kharen help me with my retirement planning?
Kharen can assist with all aspects of retirement planning, including superannuation optimisation, investment strategies for retirement income, and advice on managing your finances during retirement. She can help you create a plan to ensure a comfortable and secure retirement.
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