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About Luna Financial
The name Luna Financial is inspired by the Latin word for the moon, symbolising the cyclical nature of financial markets and the phases of life. Just as the moon governs the ebb and flow of tides, our financial planning acknowledges the rhythms of cashflow and economic cycles—expansions and contractions. The moon's enduring presence serves as a reminder that change is constant. Our approach reflects the understanding that both financial markets and life experiences have their highs and lows. We embrace this permanence of change, helping you navigate through both prosperous and challenging times with confidence and resilience.
Our mission is to empower individuals and families to achieve financial independence and security through bespoke, comprehensive financial planning. We believe in the transformative power of informed financial decisions and are dedicated to guiding our clients through the various phases of life with confidence and clarity. Understanding the cyclical nature of both life and financial markets, we provide tailored strategies that align with each client’s unique journey, helping them navigate the financial tides and the highs and lows with ease.
Our commitment is to educate, support, and inspire our clients to build and preserve wealth, ensuring a prosperous future for generations to come. Luna Financial are here to help you make informed decisions and strive towards your financial dreams with confidence and peace of mind.
Meet Karen Truman
Karen Truman is a Certified Financial Planner® and has been dedicated to helping individuals and families achieve financial security and independence since 2014.
Viewing herself as both a teacher and a student, she is committed to simplifying complex financial concepts while continuously learning to provide clients with effective strategies and tools. This dual role ensures she not only imparts knowledge but also stays at the cutting edge of financial insights, offering valuable resources to help clients reach their goals. Her passion for financial education and empowerment drives her to guide clients through the complexities of personal finance, aiming to reduce reliance on external sources.
Recognising that financial planning involves understanding and adapting to both personal and market conditions, her approach emphasises that it’s not just about managing money but preparing for life's various stages with confidence and clarity.
As the Principal Adviser and owner of Luna Financial, she combines extensive knowledge with a genuine commitment to clients’ success. Her focus on demystifying finance and investing empowers clients to take control of their financial futures, navigate life’s financial cycles, make informed decisions and ultimately achieve a secure and prosperous future.
Education and Qualifications
▪ Certified Financial Planner ® - Financial Advice Association Australia (FAAA)
▪ Bachelor of Business Analysis – University of Waikato, New Zealand
▪ Advanced Diploma of Financial Planning – Kaplan Professional Australia
▪ Diploma of Financial Planning - Kaplan Professional Australia
▪ Certificate IV in Finance and Mortgage Broking – Kaplan Professional Australia
▪ Financial Adviser Exam – Financial Adviser Standard and Ethics Authority (FASEA)
▪ Ethics and Professionalism in Financial Advice – Kaplan Professional Australia
Memberships
▪ Certified Financial Planner® and member of the Financial Advice Association Australian (FAAA)
▪ Registered Tax (Financial) Adviser with the Tax Practitioners Board
Meet Karen Truman
Karen Truman is a Certified Financial Planner® and has been dedicated to helping individuals and families achieve financial security and independence since 2014.
Viewing herself as both a teacher and a student, she is committed to simplifying complex financial concepts while continuously learning to provide clients with effective strategies and tools. This dual role ensures she not only imparts knowledge but also stays at the cutting edge of financial insights, offering valuable resources to help clients reach their goals. Her passion for financial education and empowerment drives her to guide clients through the complexities of personal finance, aiming to reduce reliance on external sources.
Recognising that financial planning involves understanding and adapting to both personal and market conditions, her approach emphasises that it’s not just about managing money but preparing for life's various stages with confidence and clarity.
As the Principal Adviser and owner of Luna Financial, she combines extensive knowledge with a genuine commitment to clients’ success. Her focus on demystifying finance and investing empowers clients to take control of their financial futures, navigate life’s financial cycles, make informed decisions and ultimately achieve a secure and prosperous future.
Education and Qualifications
▪ Certified Financial Planner ® - Financial Advice Association Australia (FAAA)
▪ Bachelor of Business Analysis – University of Waikato, New Zealand
▪ Advanced Diploma of Financial Planning – Kaplan Professional Australia
▪ Diploma of Financial Planning - Kaplan Professional Australia
▪ Certificate IV in Finance and Mortgage Broking – Kaplan Professional Australia
▪ Financial Adviser Exam – Financial Adviser Standard and Ethics Authority (FASEA)
▪ Ethics and Professionalism in Financial Advice – Kaplan Professional Australia
Memberships
▪ Certified Financial Planner® and member of the Financial Advice Association Australian (FAAA)
▪ Registered Tax (Financial) Adviser with the Tax Practitioners Board
0448 123 876
ASIC AR Number: 001313115
Level 10, 60 York Street, Sydney NSW 2000
Luna Financial Services Pty Ltd ABN 83 651 409 871
Luna Financial Services is a Corporate Authorised representative under Insight Investment Partners Pty Ltd, holder of Australian Financial Services Licence 368175.
The information provided on this site is for illustrative and discussion purposes only. While every care has been taken in its preparation any party seeking to rely on its content should make their own enquiries and research to ensure its relevance to their specific personal situation and circumstances. Please note that the information on this website is general in nature and does not consider your individual financial needs or objectives. It is recommended that you seek professional advice tailored to your personal circumstances before making any financial decisions.
Luna FInancial Services 2024. All RIghts Reserved
0448 123 876
ASIC AR Number: 001313115
Level 10, 60 York Street, Sydney NSW 2000
Luna Financial Services Pty Ltd ABN 83 651 409 871
Luna Financial Services is a Corporate Authorised representative under Insight Investment Partners Pty Ltd, holder of Australian Financial Services Licence 368175.
The information provided on this site is for illustrative and discussion purposes only. While every care has been taken in its preparation, any party seeking to rely on its content should make their own enquiries and research to ensure its relevance to their specific personal situation and circumstances. Please note that the information on this website is general in nature and does not consider your individual financial needs or objectives. It is recommended that you seek professional advice tailored to your personal circumstances before making any financial decisions.