Karen McTier
Financial Adviser
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About
Karen Mctier is an ASIC-registered financial adviser based in Rockhampton, QLD, dedicated to helping clients achieve their financial goals. With a Bachelor of Business (Accounting) from Central Queensland University and a Diploma of Financial Planning from Deakin University & FPA, complemented by her certification as a Certified Financial Planner (CFP) through the FPA, Karen brings a wealth of knowledge and experience to her practice. Her commitment to ethical and professional standards is underscored by her completion of FPC002B Ethics and Professionalism in Financial Advice. Authorised to provide advice on a comprehensive range of financial products, Karen specialises in superannuation, insurance, and wealth management. She offers tailored advice on Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities, ensuring her clients have access to a full suite of solutions to meet their unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance Whether you are planning for retirement, seeking to protect your assets, or aiming to grow your wealth, Karen provides personalised and reliable advice. Contact Karen Mctier 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 Karen Mctier offer?
Karen Mctier specialises in providing advice on superannuation, insurance, and wealth management. She is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities.
What qualifications does Karen Mctier have?
Karen holds a Bachelor of Business (Accounting) from Central Queensland University, a Diploma of Financial Planning from Deakin University & FPA and is a Certified Financial Planner (CFP) through the FPA. She has also completed FPC002B Ethics and Professionalism in Financial Advice.
How can Karen Mctier help me plan for retirement?
Karen can help you develop a comprehensive retirement plan that considers your current financial situation, retirement goals, and risk tolerance. She provides advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What is the process for becoming a client of Karen Mctier?
The process typically begins with an initial consultation to discuss your financial goals and needs. Karen will then gather information about your current financial situation and develop a tailored financial plan. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your goals.
What should I expect from working with a financial advisor like Karen Mctier?
You can expect personalised advice, a clear understanding of your financial options, and ongoing support to help you achieve your financial goals. Karen is committed to providing ethical and professional service.
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