Karli joined DPM in 2018 and is a dedicated Wealth Consultant specialising in providing strategic financial advice to medical professionals.
Karli works with clients to create tailored plans that fit their personal and professional goals. Whether it’s structuring cashflow efficiently, navigating investment opportunities, optimising superannuation, or planning for major financial milestones like buying their first home or transitioning to retirement, Karli ensures her clients have a well-thought-out plan in place.
She understands that financial planning is about making smart decisions today that set up financial security for the future. Clients can focus on their careers and personal lives, knowing they have a trusted adviser helping them make informed financial decisions every step of the way.
