PSK
  • Call Us
  • Advisers
  • Services
  • PSK Insights
  • Employee Services
  • About Us
  • Events
  • 5 Min Financial Health Check
  • Contact Us
  1. home
  2. our advisers
  3. Karen Sheldon

OUR PARTNERS & ADVISERS

Karen Sheldon

Accreditations

Advanced Diploma of Financial Services, Association of Financial Advisers – Fellow Chartered Financial Practitioner (FChFP)

Key areas of focus

Superannuation; Personal Insurance; Cash Flow Modelling; Budgeting; Debt Management; and Retirement Planning.

Office location

Melbourne, VIC

Karen Sheldon

Financial Adviser

book a meeting with Karen

Karen Sheldon has over 22 years of experience in financial services, starting out in an administration role and advising for the past 19. 

Before relocating to Melbourne in 2010 and joining PSK Private Wealth as a Financial Adviser, Karen worked in Sydney for nine years with a Hillross practice. Over her career, she has gained substantial knowledge in wealth development and preservation, cash flow management, Centrelink and retirement planning.

Karen builds trustworthy relationships with her clients and is able to provide them with the peace of mind that comes with knowing they are making the most of their financial resources and opportunities and paving the way for an even better financial future.

Karen is currently completing Graduate Diploma in Financial Planning.

Outside of the office, Karen divides her time between renovating her log cabin as a weekend getaway near Lake Eildon and raising her teenage daughter to be independent and resilient. She is a passionate All Blacks supporter and is challenging herself to learn to wakeboard.

 

Click here to view Karen's latest FSG

< Back to Our Advisers Next >
subscribe to our newsletters
  • Disclaimer
  • Privacy Policy
  • Financial Services Credit Guide

Corporate Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665.

Digital Strategy by ZeemoTM