Kara Financial Services

We provide professional financial advice to help make your picture of tomorrow become reality.

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Kara Financial Services
Kara Financial Services

We provide professional financial advice to help make your picture of tomorrow become reality. Financial planning is not just about investments and, not only for the wealthy either. It's for anyone who wants to take charge of their financial situation. We are here to ensure you are in control of your financial future, no matter what life throws at you. Even when you face additional financial commitments like becoming pregnant, taking on a mortgage, paying a child's school fees, or meeting unexpected medical expenses - working with a qualified financial planner will help you to navigate the challenges with confidence and peace of mind. We invite you to navigate our website to find out how we can help you or make an initial complimentary consultation with us. Click on the box on the right to book an appointment. Tony Karatasakis Welcome Our role as a financial planning practice is to help both individual and corporate clients accurately assess their current financial position which ultimately assists in helping achieve goals and objectives. Tony has been an Authorised Representative of AMP Financial Planning since 1994 and is a member of the Financial Planning Association of Australia (FPA). As a qualified financial planner, Tony's responsibility is to assist clients with their financial needs and objectives and ultimately guide them towards reaching their goals. This is achieved by providing proven effective strategies for each unique individual situation which comes with the assurance and peace of mind that the advice that is being recommended is always both professional and of the highest quality possible. These objectives can only come to fruition with mutual commitment by adviser and client which results from a long term relationship between all participants. Tony has also been actively involved in property and equity management since 1985 and also directly been a small private investor since 1988. Tony's background is in the disciplines of science and technology having graduated from the University of South Australia (previously known as the South Australian Institute of Technology) in 1987. Some of Tony's main interests and drivers are family, sport and community support such as social support to the disadvantaged, disabled and aged care assistance. If you would like the peace of mind that comes from knowing your financial plans are on track, please feel free to contact us for a no obligation complementary comprehensive financial review. Advice I specialise in Retirement planning Financial planning Small business advice Investment planning Superannuation Wealth management Wealth protection General advice I provide Banking solutions Estate planning Salary packaging Debt management Group insurance Company insurance Qualifications Diploma of Financial Services (Financial Planning) Memberships and Associations Member of the Financial Planning Association of Australia - Associate Financial Planner (AFP) Member of the Association of Financial Advisers (AFA) Experience Authorised Representative of AMP Financial Planning since 1994


Address: Level 30, 91 King William Street, Adelaide, South Australia 5000 Australia

Phone: +61 1300 527 237
FAX: +61 1300 537 329