KARLA HARRIS

KARLA HARRIS

KARLA HARRIS

SENIOR CLIENT SERVICES MANAGER

Karla is a highly experienced and dedicated Client Services Officer 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.

Varsity Lakes

Phone: 07 5580 9489

Address:
Suite 1303, Lakeside 2, Bermuda Point
1 Lake Orr Drive, Varsity Lakes QLD 4227

Email: [email protected]

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Kirra

Phone: 07 5536 1301

Address:
60 Musgrave Street, Kirra QLD 4225


Email: [email protected]

Mailing Address:
PO Box 855, Coolangatta QLD 4225

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Brisbane City

Phone: 07 3067 7960

Address:
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Brisbane South

Phone: 07 3392 0077

Address:
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : [email protected]

Mailing Address:
Suite 375, 7 Clunies Ross Ct,
Eight Mile Plains QLD 4113.

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Mermaid Beach

Phone: 07 5534 5885

Address:
Level 1, 8/2431 Gold Coast Highway, Mermaid Beach QLD 4218

Email : [email protected]

Mailing Address:
PO Box 164, Mermaid Beach QLD 4218.

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed

Adelaide

Phone: 08 8333 3398

Address:
Suite 8, 154 Fullarton Road, Rose Park SA 5067

Email : [email protected]

Mailing Address:
Suite 8, 154 Fullarton Road, Rose Park SA 5067

Mon - Fri: 8.30 am - 4.30 pm
Sat - Sun: Closed