Karen Crane

Financial Planner

Authorised Representative No. 406153

Ph 1800 882 473

E   karen.crane@cpal.com.au

Karen has over 30 years’ experience in the financial services industry with 25 years in financial planning and 5 or more years with banking and superannuation funds such as AMP, BT and Citibank. Karen has been with ClearView Financial Advice and NRMA Financial planning for 25 years before joining Xseedwealth.

Karen is a devoted and enthusiastic adviser who enjoys helping people in the complex world of financial planning including super, pensions, Centrelink and Aged care advice. Karen enjoys helping people reach their financial objectives and goals on an ongoing basis.

Karen is a Certified Financial Planner (CFP), a member of the Financial Planning Association of Australia and has completed the FASEA Education requirements including the Graduate Diploma in Financial Planning through Kaplan. She enjoys keeping up to date with the latest super, Centrelink and Aged care rules and regulations to make certain that her advice is current and relevant to her client’s circumstances, goals and objectives.

Karen specialises in assisting people with their pre and post retirement goals so they can unravel the complex world of financial planning and make sound, informed decisions about their goals.

Outside the office Karen enjoys traveling in both Australia and overseas, snow skiing, the beach, reading and spending time with her family and friends.

 View Karen’s Adviser Profile and Financial Services Guide.