Karen Conlon

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.

Work History

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

Industry Specialisations

  • Small and medium enterprises
  • agriculture
  • manufacturing
  • legal profession
  • medical profession