Our expertise
you want piece of mind that the individual you are dealing with is fully accredited, to the highest possible standard.
Karen McLeod is an Authorised Representative of
Genesys Wealth Advisers.
Karen is a Certified Financial Planner™ (CFP),
She is a member of the peak industry association, the Financial Planning Association (FPA). Additionally, she is a member of the Responsible Investment Association Australasia (RIAA). She is accredited as a Certified Financial Adviser with RIAA.
With over 8 years experience in financial planning, she specialises in giving, personal advice in the following disciplines: Wealth Creation; Retirement Planning; Ethical / Sustainable Investing; Self Managed Superannuation Funds; Direct Shares; Personal Insurances; and Estate Planning.