Karen Lesley Kavanagh
Financial Adviser in Harrington Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232253
- Location
- Harrington Park NSW 2567
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 March 2024
- First provided advice
- 2003
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (FPA) (2008); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); SMSF Course, University of Adelaide (2013); Accredited Aged Care Professional, Aged Care Steps (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen Lesley Kavanagh
On the Financial Advisers Register kept by ASIC, Karen Lesley Kavanagh appears as a current financial adviser in Harrington Park, New South Wales, adviser number 000232253.
The licensee Karen advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 1 March 2024.
The register records 2003 as the year Karen first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Planning Association of Australia (FPA), 2008), ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2010) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010).
Karen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Karen Lesley Kavanagh a registered financial adviser?
Yes. Karen Lesley Kavanagh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232253.
Which licensee does Karen Lesley Kavanagh work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Karen Lesley Kavanagh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."