Karen Tan CFP®, ADFS (FP)

Associate Adviser

“Life’s just too short to sweat the small stuff, this is why it is crucial that our clients have a plan in place”

Karen migrated to Australia from Malaysia in 1995 starting work at Cullen Egan Dell or Mercer Human Capital as it is now known as a Personal Assistant.  Whilst working at Mercer, Karen obtained her financial planning qualifications and subsequently moved into an Associate Adviser role with Mercer Wealth Solutions and then Bendigo Bank.  Karen joined Planning for Life in August 2007.

Karen is very passionate about ensuring clients not only meet their financial and personal goals and objectives but they are kept informed of their financial situation at every step along the way.

Karen is a Certified Financial Planner and is a member of the Financial Planning Association of Australia. Karen is another member of the Planning for Life team who has received the highly regarded Quality Advice accreditation from her licensee.

Karen is a stickler for teamwork, she enjoys coming to work and has a shared passion with everyone at Planning for Life for ensuring that we deliver quality work to our clients.

Karen is currently on maternity leave following the birth of her second daughter, Eve in August 2011
      

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