Financial Adviser · HARRINGTON PARK, NSW

Karen Lesley Kavanagh

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000232253

Karen Lesley Kavanagh is a financial adviser based in Harrington Park, New South Wales, with 23 years of experience in the financial services industry. Karen is currently authorised under Charter Financial Planning Limited. Karen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2010

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

SMSF Course

University of Adelaide

2015

Accredited Aged Care Professional

Aged Care Steps

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Mar 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Madison Financial Group Pty Ltd

Jun 2019 - Feb 2024 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Sep 2012 - Jun 2019 Ceased

Westpac Banking Corporation

Aug 2008 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register