Karen Els
Financial Adviser
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About
Karen Els is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Karen holds an Honours Bachelor of Commerce from the University of South Africa and an Advanced Diploma of Financial Planning from Kaplan Professional Education, complemented by specialized training in Margin Lending, Geared Investments, Self Managed Superannuation Funds, and Ethics and Professional Relationships. Karen is authorized to provide advice on a broad range of financial products, ensuring that clients receive well-rounded guidance to suit their unique circumstances. These include superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. Karen can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or needing advice on insurance and superannuation, Karen can provide the expert guidance you need. Contact Karen today to arrange a consultation and take the first step toward securing your financial future.
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Frequently Asked Questions
What services does Karen Els provide?
Karen Els provides a range of financial services including superannuation advice, insurance solutions, wealth management strategies, investment advice, and retirement planning. She is dedicated to helping clients achieve their financial goals through tailored and comprehensive advice.
What qualifications does Karen Els have?
Karen Els holds an Honours Bachelor of Commerce from the University of South Africa and an Advanced Diploma of Financial Planning from Kaplan Professional Education. She also has specialized training in Margin Lending, Geared Investments, Self Managed Superannuation Funds, and Ethics and Professional Relationships.
How can Karen Els help me with my superannuation?
Karen Els can provide expert advice on your superannuation options, including contribution strategies, investment choices within your super fund, and retirement planning to help you maximize your superannuation benefits.
What can I expect during a consultation with Karen Els?
During a consultation with Karen Els, you can expect a thorough review of your current financial situation, a discussion of your financial goals, and personalized advice tailored to your specific needs and circumstances. Karen will work with you to develop a financial plan that aligns with your objectives.
What types of insurance advice can Karen Els provide?
Karen Els can provide advice on various insurance products, including investment life insurance and life risk insurance. She can help you determine the appropriate level of coverage to protect you and your family from unforeseen events.
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