Karen Kavanagh

Innovative Wealth Management

Silver

22 Yrs Experience

Harrington Park, NSW 2567

About Karen
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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.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Wills & Estates

5.00 May 2025

Karen was very professional when we first met and took an interest on what we wanted to achieve with our goals , Karen mapped out what she could see with the questions she asked and came up with a plan , she advised that sometimes it goes up and down but stay the course she has set for us , and in our recent review she was correct she asked were we worried due to the recent markets we said no as we have our trust in her advice , it has since bounced back and I would not hesitate to pass on her name as a professional in her field

5.00 May 2025

Karen makes herself readily available for face to face conversations and for telephone and email communications.

She has a manner that is relaxed but business like.

She listens to what I or my wife say and gives answers to the questions and solutions to the problems, either there and then or after completing any necessary research.

She goes over any documentation pointing out the salient points and elaborating where necessary.

She is also helpful in dealings with government departments such as Centrelink.

5.00 May 2025

Karen provides holistic financial advice and she and her team work hard to make things simple for clients.

5.00 May 2025

We were precious clients of Karen and were so pleased to hear she was back at Harrington Park. Her knowledge and easy to understand investment strategies was music to our ears.

5.00 April 2025

Karen has been our adviser for a few years now and provides good advice that is very practical and to our needs. Karen does not try to push a product onto us and listens to our needs and direction we would like to head. Very easy to deal with.