Karen Kavanagh

Karen is a Certified Financial Planner® and an Accredited Aged Care Professional™ with over 20 years experience.

She holds a Diploma in Financial Planning and a Graduate Diploma in Financial planning and has further completed specialist courses in self managed super funds, direct shares, and aged care. She is also a Graduate of the Australian Institute of Company Directors.

Karen has worked for a number of financial institutions including her own financial planning business until 2024, where she worked closely with accountants to achieve great client outcomes.