Karlson provides tailored strategic financial advice to high net wealth individuals and family groups. Clients often range from c-suite executives, high-income earning professionals and self-funded retirees. Karlson assists clients in accumulating and protecting personal wealth through financial advisory services including retirement planning, investment management, superannuation strategies and tax minimisation.
With a strong focus on building personal wealth, Karlson specialises in retirement planning and superannuation to assist clients in reaching their financial objectives. In collaboration with our in-house specialist investment team, he provides clients with detailed insights into investment opportunities across a range of market sectors and asset classes, to help them make informed decisions on their investment selection and ultimately reach their goals.
Karlson takes a personal approach to client service, with proactive advice provided on an ongoing basis to meet client needs. He provides advice tailored to each individual’s circumstances which reflects their stage in life. This also includes debt management, estate planning and cash flow management to offer clients a holistic financial planning experience.
Karlson joined Pitcher Partners in early 2019 and has completed post-graduate qualifications with a Master of Financial Planning and the ASIC Financial Adviser Exam.
Qualifications and memberships
- Master of Financial Planning, Kaplan Professional
- Graduate Diploma of Financial Planning, Kaplan Professional
- Bachelor of Business (Finance and Economics), University of Technology Sydney
Resources
Financial Services Guide (FSG)
