Karen Perttula
Founder, Director and Licensed Finance Broker
Karen personifies the Lakeshore vision and values, which have remained unchanged since she founded the business in 1998. Karen believes in women and their ability to balance a successful business career with a harmonious family life and she has created a working environment that supports this. After 20+ years in the financial services industry Karen knows how mis–managed finances contribute to failing relationships and businesses. Her goal is to empower individuals, couples and companies with sound financial strategies.
"Since starting Lakeshore in Western Australia in 1998 I have seen a lot of changes in the mortgage industry. Western Australia is the most highly regulated state and this operating environment has helped us to develop sophisticated professional disciplines and business processes. We have implemented a high integrity team support procedures that have provided us with the ideal foundation for our expansion into Queensland in more recent years. I value good old fashioned customer service above all else and our team routinely goes well beyond the call of duty for our customers. Our commitment to care, integrity and trust with clients and the community is clearly evident in the growth Lakeshore as well as the fact that 54% of clients are repeat and the other 46% is direct referrals from existing clients. Call us today and experience the Lakeshore difference yourself. You won't be disappointed."
Karen is actively involved in a variety of business and community initiatives.
You can learn more about these as well as her ethos of caring and sharing on her blog at Kazzie.com.au.
Adele Astrand
Accredited Mortgage Consultant
Adele has been involved in the finance industry for six years, and as a repeat client herself at Lakeshore over the past seven years understands the need for clients to receive the right advice, in an efficient and caring manner. Adele is able to assist clients in all aspects of their finance needs, whether it involves buying a home to live in, for investment purposes (including SMSF), debt consolidation and refinancing. Adele’s past experience in the financial planning industry has provided her with a high level of understanding of a client’s overall financial situation and how the right banking arrangements can enable them to reduce debt and build wealth for the future."
