Karen Kavanagh

Financial Adviser

ASIC adviser number:
000232253
Qualifications and training:

2008, Certified Financial Planner, Professional Designations, Financial Planning Association of Australia (FPA)
2010, ASX Listed Product Accreditation Course (LPAC), Other, LPAC Online
2010, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2013, SMSF Course, Other, University of Adelaide
2015, Accredited Aged Care Professional, Other, Aged Care Steps
2021, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited

When adviser first provided advice:
2003
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Harrington Park Plaza, Suite 6, 23 Fairwater Dr
Harrington Park  NSW  2567
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».