Karen JonasFinancial Planning Specialist

    Karen has many years’ experience within the financial services industry, with a background in funds management at Bankers Trust, then as a ministerial adviser to the Victorian Treasurer, Hon Alan Stockdale MP. Over the past 15 years, Karen has worked within a local accounting and financial planning firm, providing financial planning services for their clients.

    Karen is passionate about working closely with clients and developing financial plans designed to help them achieve their financial goals.

    Specialist Areas:

    Strategic tax and retirement planning
    Self-Managed Superannuation Funds
    Investment and asset consulting
    Aged Care

    Qualifications and Accreditations:

    Bachelor of Commerce (Hons)
    Diploma of Financial Planning (RG 146)
    Registered as tax (financial) adviser, Tax Practitioners Board
    Associate Member, Financial Planning Association of Australia