BFin, BEc, DipFP, CFP®
Karina Capri is a member of the Canberra Family Wealth Management team. She provides strategic financial advice for retirement planning, wealth accumulation, superannuation and personal tax effective strategies. She also assists SMSF trustees, defined benefits funds members and clients who have recently experienced a redundancy.
Karina works closely with her clients to understand their goals and objectives and offers tailored solutions to meet their personal circumstances.
“My role is to help clients better understand their financial situation so they can take control and achieve their goals,” said Karina. “A big part of this is developing strategies which are flexible and plan for the future.”
For Karina, the most rewarding thing about her role is the ability to help build financial confidence and greater security for her clients.
Karina has a Bachelor of Economics and a Bachelor of Finance majoring in Capital Markets from the Australian National University and a Diploma of Financial Planning from Kaplan. Karina has also attained her Certified Financial Planner® accreditation from the Financial Planning Association of Australia.