Director - Wealth & Superannuation
As a Director in Prime’s Wealth Management & Superannuation division, Karen is responsible for contributing to the growth and development of this division in particular the SMSF business. Karen is responsible for all aspects of new SMSF business partnerships from handling new business enquiries, presenting at industry events and seminars through to the preparation and delivery of strategic SMSF advice for new partnerships and managing the SMSF team.
Karen is a certified practicing accountant, an SMSF Specialist Adviser (SSA), has completed the certificate in Self Managed Superannuation through the University of Adelaide and has completed the RG146 qualification.
Karen has over 20 years experience in the accounting industry enjoying the past 10 years specialising in self managed superannuation.
Karen has in-depth experience in dealing with a spectrum of clients and advisory firms in relation to their specific superannuation administration and compliance requirements. She is a highly regarded and sought after speaker and regularly presents seminars across the country.