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Our Team

alt="Portrait of Karen Conlon, smiling against a exposed brick background"

Karen Conlon - FCPA, SMSF Specialist Advisor

Helping clients to create wealth is one of my passions. I work with a wide range of individual and business clients. I aim to help clients create opportunities and build on them; to optimise their staffing; to use their money better; to put the right structures in place to minimise tax and protect their assets. 

I have a particular interest in self-managed superannuation funds. I firmly believe that – used and structured properly – they are a great vehicle for building family wealth and financial security. Over my working career, I have worked in a variety of different roles including private practice, small business and local government. 

Areas of Expertise:

  • Self-Managed Super Funds
  • Asset Protection
  • Cash Flow Analysis & Planning
  • Financial Reporting 
  • Accounting & Financial Consulting 
  • Tax Planning & Consulting
  • Bookkeeping
Industry Specialisations: 
  • Small and Medium Enterprises 
  • Agriculture
  • Manufacturing
  • Legal Profession
  • Medical Profession
  • Family Business
  • Construction and Property

Ready to take your business to the next level?