Karen Kavanagh is a CERTIFIED FINANCIAL PLANNER® and an Accredited Aged Care ProfessionalTM with over 16years experience in this profession. Having previously worked for Accountcorp Group Services as an employee, she returned to Accountcorp Financial Planning as a business owner in 2012.
Karen's qualifications include a Diploma in Financial Planning as well as specialist courses in self managed super funds, direct shares, and aged care.
Karen loves working with people who strive to attain all that they dream of. She ensures her clients find every opportunity to protect and grow their wealth by listening to their unique needs and finding out what's important to them, whether that is protecting their family, saving for the future, or growing their business.
Her passion is to educate her clients, helping them to understand their financial situation and make informed decisions that allow them to meet their aspirations. She is often told by her clients that after working with her, they feel more confident in their future, and relieved that the stress is gone.
Karen is married with three daughters who all participate in local and representative sport. When she's out of the office, it is usually because she is at a sporting event. If not at sport, Karen enjoys reading a good book and walking.
Karen plays an active role in the Macarthur region.
Her involvements include:
- Non Executive Director - Carrington Centennial Trust
- Past Manager - The Oaks Rugby League Ladies Tag League
- Past Secretary - Macarthur Touch Football Accociation
Karen is an Authorised Representative of Securitor Financial Group Limited, ABN 48 009 189 495, AFSL 240687.