Karen Mason AFP®
Karen has extensive experience with 10+ years’ in the financial services industry, she is passionate about putting clients first; helping them in achieving their goals.
Financial Adviser
ADFS (FP) C.DecMeet Karen Mason
Karen has worked in the Financial Services Industry since 1981. During this time, she has gained extensive experience in all aspects of financial planning. Karen has an Advanced Diploma in Financial Planning which she completed in 2009 and is also a member of the Financial Planning Association. Karen is a Mackay local and grew up in the Pioneer Valley.
What’s your background?
I commenced working in the financial services industry with the National Bank of Australasia in 1981 and have worked for several other financial institutions since then. I eventually moved into the financial planning industry in 2004 at which time I commenced my studies.
What do you enjoy most about your role?
I enjoy getting to know my clients and assisting them to achieve their goals.
What do you love most about being part of Finlinx Wealth?
The Finlinx team are great to work with and have a vast knowledge of financial planning and work well together to ensure our clients have a successful financial experience.
What do you enjoy doing outside of work hours?
I enjoy reading, patchwork and quilting and also enjoy following and watching Rugby League.
Authorisations
Authorised Representative No 434719 and Credit Representative No 403211
Qualifications
Advanced Diploma in Financial Planning
Certificate lll in Finance
Commissioner of Declarations
Member of the Financial Planning Association