Authorised Financial Adviser (AFA)
0800 727 2265
- Wealth Management & Accumulation
- Investment Advisory
- Portfolio Management
- Retirement & Financial Planning
- Immigration Compliant Portfolio’s
- Investment Advice
- Private Banking
Qualifications & Memberships
Postgraduate Diploma in Business Studies Endorsed in Personal Financial Planning from Massey University
- Authorised Financial Adviser (AFA)
Kara has over 29 years’ of experience in the Banking industry and has spent the last 19 of these specialising in client wealth management. Kara is passionate about helping people achieve their long-term financial goals and enjoys working alongside her clients to develop specialist investment solutions to suit their needs.
Kara has a proud family history of being an earlier pioneering family to the North Taranaki area having arrived here in 1842. She enjoys cycling and is an active member of the community.
Kara holds a National Certificate in Financial Services (Financial Advice) obtained in 2010 and Graduate Diploma in Business Studies in Personal Financial Planning in obtained in 2011.
Kara is an Authorised Financial Adviser (AFA) and covers the Taranaki region.
Kara’s disclosure statement is available upon request and free of charge.