The Financial Planning Association of Australia The Financial Planning Association of Australia

Karen McTier, CFP®


Name Karen McTier, CFP®
Company Morgans Financial Limited
Address 17 William Street
Rockhampton, QLD 4700
Phone 0749 225 855
Email [email protected]
Website https://www.morgans.com.au/rockhampton

Intrinsic to managing finances is adaptability, creative thinking and the ability to apply technology, but even more important is the ambition to ensure that clients move from where they are now to where they want to be and this is my passion.

I have worked in the financial services industry since 1998 and as an adviser since 1999 and I am committed to helping clients achieve their financial goals by deloping wealth creation strategies that suit the individual client.

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