Summary

Koreen has over 10 years’ experience in financial services, is passionate and committed to providing quality personalised advice to clients. She holds an Advanced Diploma of Financial Services(Financial Planning), currently completing a Masters in Financial Planning and is a member of the Association of Financial Advisers (AFA), and has met the FASEA exam standard in accordance with Section 921B of the Corporations Act 2001. Koreen has strong technical knowledge in investments, superannuation, insurance, retirement planning and is able to tailor advice specific to a client’s individual circumstance to place them in a better position.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

Advanced Diploma in Financial Services