Meet our newest team member Karl who joined us in 2015. Karl completed a Bachelor of Commerce with Distinction from Newcastle University in 2013. After gaining several years’ industry experience working with NAB and AMP aligned financial planners Karl saw the benefit of joining a boutique, independently owned practice like BD Financial, where the focus is on providing high quality, strategic advice that is not aligned with any financial institutions.
In his new role Karl will be helping with client meetings, strategy and investment portfolio development as well as modelling and preparation of advice documents.
Out of the office, Karl likes to keep physically active, dabbles in the stock market and enjoys spending time with his golden retriever Bailey.
We are excited to have Karl on board and I’m sure he will be an asset to our team.