KISMET - Key Persons

Karen has been involved in the financial services industry for over twenty years, and has experience in the customer care, administration, paraplanning, compliance, and practice management fields. She has considerable experience in compliance, and the regulatory environment, and believes in a consultative approach to bring the best outcomes for the client and the adviser. Karen has also been a business proprietor, running a BP Franchise for over five years, and understands and appreciates the commercial viability and issues with running your own business. In her previous roles, Karen was responsible for supporting the compliance activities of more than 100 authorised representatives in a national dealer group. She has worked in Practice Management for the past five years in a large Private Client business. She has completed her Diploma in Financial Planning, and is a member of the FPA.

Job Titles:

• Financial Adviser
• Member of the

Kelly is a qualified Financial Adviser with over ten years' experience in various roles in the financial planning industry. Kelly has been working for the last six years with a financial practice in Perth as a Senior Paraplanner and Client Manager. Kelly has extensive experience with a wide range of strategies including super & pre-retirees, retirement advice, Centrelink advice, personal risk insurance, wealth accumulation, budgeting and cash flow. Kelly is a member of the AFA and holds a Diploma and Advanced Diploma in Financial Planning. She is currently continuing her studies with the Association of Financial Advisers Fellow Chartered Financial Practitioner (FChFP) accreditation. With an eye for detail, Kelly prides herself on providing quality, compliant documents and support to advisers.