All you need to know about
Karyl

FINANCIAL PLANNING ASSISTANT

Karyl Velez

At Evalesco, we pride ourselves on having no hierarchy, which means as a client you have the opportunity to connect with anyone on the team at any time. As a Financial Planning Assistant in the Superpod, I work closely with Financial Advisers Marshall and Ashleigh, supporting them in delivering top-tier advice to our clients. 

I focus on being proactive in my role, anticipating needs before they arise, and ensuring that communication about client details is both timely and accurate. By doing so, I help streamline processes and contribute to creating the best possible client experience. 

What Healthy, Wealthy and Happy means to you?

Being at peace and no having to worry about anything. 

What are the values that drive you?

Demonstrating integrity, self-respect, self-improvement, open-mindedness and the practice self-reflection.  

This is important to me because I always find ways to improve myself and be satisfied with my life. I prioritise myself all the time, as it will reflect on the outside. 

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