KAREN LESLEY KAVANAGH
Financial Adviser · Harrington Park, NSW
📚 Qualifications & 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
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.