KARLA HARRIS

Karla is a highly experienced and dedicated Client Services Manager with over 25 years in the financial planning industry. Known for her reliability, professionalism, and strong client relationships, she plays a vital role in ensuring seamless support and service for both clients and advisers.

With a deep understanding of financial planning processes and a passion for helping others, Karla takes pride in providing efficient, responsive, and personalised service. Her long-standing commitment to excellence has made her a trusted point of contact for clients, many of whom she has supported through significant life stages.

Hardworking, detail-oriented, and always approachable, Karla brings stability and care to every aspect of her work, helping to foster lasting trust and confidence within the team and among clients.
Karla enjoys going to the beach, the gym, walking her dog and spending time with family and friends.