Karen Kavanagh
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Karen Kavanagh Email & Phone Number

GAICD | Financial Planner | Insurance Specialist | SMSF Expert | Accredited Aged Care Advisor | Investment Advisor at Carrington Aged care
Location: Greater Sydney Area, Australia, Australia 5 work roles 3 schools
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Current company
Role
GAICD | Financial Planner | Insurance Specialist | SMSF Expert | Accredited Aged Care Advisor | Investment Advisor
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Karen Kavanagh? Overview

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Quick answer

Karen Kavanagh is listed as GAICD | Financial Planner | Insurance Specialist | SMSF Expert | Accredited Aged Care Advisor | Investment Advisor at Carrington Aged care, a company with 41 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Karen Kavanagh.

Karen Kavanagh previously worked as Senior Financial Planner at Innovative Wealth Management Group and Non Executive Director at Carrington Aged Care. Karen Kavanagh holds Certified Financial Planning, Financial Planning And Services, Cfp from Fpa.

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Email format at Carrington Aged care

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Carrington Aged care

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Profile bio

About Karen Kavanagh

I help families and businesses in the Greater Macarthur area to look after what is important to them, such as protecting their family, saving for the future, or growing their business. We work together to achieve their dreams.Like me, many of my clients live or have lived in Campbelltown, Oran Park, Narellan, Camden, Harrington Park, Wollondilly and surrounding areas, so they are neighbours as well as clients. In fact, my clients usually become friends as we develop mutual personal relationships and share what is happening in our lives.My clients tell me this is important as sometimes, life surprises us with misfortune, and having someone to listen to concerns, and give advice when things change, often helps clients cope with changes.I specialise as a : Financial Planner | Insurance Specialist | SMSF Expert | Aged Care Advisor | Investment Advisor | Family Settlements | Estate Planning

Listed skills include Financial Advisory, Investments, Wealth, Wealth Management, and 39 others.

Current workplace

Karen Kavanagh's current company

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Carrington Aged care
Carrington Aged Care
GAICD | Financial Planner | Insurance Specialist | SMSF Expert | Accredited Aged Care Advisor | Investment Advisor
Employees
41
AeroLeads page
5 roles

Karen Kavanagh work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner

Current
Innovative Wealth Management Group

Harrington Park, NSW, Australia

Mar 2024 - Present

Certified Financial Planner

Campbelltown And Harrington Park NSW

Generate strategies to maximise the probability of clients achieving their financial goals and dreams.

Aug 2012 - Feb 2024

Senior Financial Planner

Macarthur Region

Providing strategic and investment advice to bank customers.

Aug 2008 - Aug 2012

Certified Financial Planner

Accountcorp Pty Limited

Campbelltown

Strategic advice to improve the outcomes of clients financial lives.

Jul 2005 - Aug 2008
Team & coworkers

Colleagues at Carrington Aged care

Other employees you can reach at carringtonagedcare.com.au. View company contacts for 41 employees →

3 education records

Karen Kavanagh education

Certified Financial Planning, Financial Planning And Services, Cfp

Fpa

Diploma of Financial Planning and Certified Financial Planner Accreditation

FAQ

Frequently asked questions about Karen Kavanagh

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What company does Karen Kavanagh work for?

Karen Kavanagh works for Carrington Aged care.

What is Karen Kavanagh's role at Carrington Aged care?

Karen Kavanagh is listed as GAICD | Financial Planner | Insurance Specialist | SMSF Expert | Accredited Aged Care Advisor | Investment Advisor at Carrington Aged care.

Where is Karen Kavanagh based?

Karen Kavanagh is based in Greater Sydney Area, Australia, Australia while working with Carrington Aged care.

What companies has Karen Kavanagh worked for?

Karen Kavanagh has worked for Innovative Wealth Management Group, Carrington Aged Care, Accountcorp Financial Planning, St George Bank, and Accountcorp Pty Limited.

Who are Karen Kavanagh's colleagues at Carrington Aged care?

Karen Kavanagh's colleagues at Carrington Aged care include Emma Stansby, Nate Lochette, Sinead Murphy, Jennifer Woollams, and Tamara Dubois.

How can I contact Karen Kavanagh?

You can use AeroLeads to view verified contact signals for Karen Kavanagh at Carrington Aged care, including work email, phone, and LinkedIn data when available.

What schools did Karen Kavanagh attend?

Karen Kavanagh holds Certified Financial Planning, Financial Planning And Services, Cfp from Fpa.

What skills is Karen Kavanagh known for?

Karen Kavanagh is listed with skills including Financial Advisory, Investments, Wealth, Wealth Management, Financial Planning, Superannuation, Income Protection, and Estate Planning.

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