Karen Sowle
CFP®, GradDipFP, Bbus, AdvDipBus - Financial Adviser Representative - ARN: 1005597
Fiducian Financial Services Adelaide
South Australia
- fpsupport@fiducianfs.com.au
- Phone
- 1300 132 982
- Address
-
Level 9, 50 Flinders St, Adelaide SA 5000
About Karen Sowle
Karen has over 30 years experience in the financial services industry. With a Graduate Diploma in Financial Planning and a CERTIFIED FINANCIAL PLANNER® professional status, she has the experience and knowledge to assist with all of your Financial Planning needs.
Karen is also an accredited Financial Advice Association Australia (FAAA) aged care specialist.
She believes in a holistic approach and enjoys tailoring her advice to meet client needs.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Karen Sowle
Karen has over 30 years experience in the financial services industry. With a Graduate Diploma in Financial Planning and a CERTIFIED FINANCIAL PLANNER® professional status, she has the experience and knowledge to assist with all of your Financial Planning needs.
Karen is also an accredited Financial Advice Association Australia (FAAA) aged care specialist.
She believes in a holistic approach and enjoys tailoring her advice to meet client needs.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility