Luna Financial Services

Karen Truman

Karen Truman is a Certified Financial Planner® and Principal Adviser at Luna Financial Services, advising individuals and families since 2014. She brings together expertise in financial strategy with a genuine passion for client management, drawn from a long background in financial planning.

Karen is an educator as much as an adviser. She has a deep fascination with financial markets and enjoys working at the intersection of people and finance — and she believes sound financial knowledge is something everyone should have. She is deliberate about turning financial jargon into plain language, and aims for clients to leave every meeting understanding their position better than when they arrived.

Karen's financial expertise stems from an initial degree in Business Analysis, reinforced with further studies in financial planning and financial business management. Since her first role with a boutique wealth management company, she has focused on building long-term client relationships and solving problems — meeting clients, understanding what they want, and getting stuck into strategy. Her practice centres on helping clients work towards financial security and independence, with strategies that adapt as their lives and markets change.