As an Associate, Karen works closely with clients, advisers and financial institutions to coordinate advice implementation, prepare documentation and deliver a seamless client experience.

Karen began her career in the finance industry in 1998 as a Stockbrokers assistant at JP Morgan Cazenove in London providing settlement support for International and UK markets, before moving to work in a middle office role in Cazenove Corporate Finance, assisting with compliance and IPO administration.

After relocating to Perth in 2010, Karen transitioned into the financial planning profession, where she has built extensive experience supporting advisers and clients through every stage of the advice process.

Outside of work, Karen enjoys spending time with her family, practising yoga and continuing her quest to see as much of the world as possible.