Senior Financial Advisor
Claire commenced financial planning in 1997 in Perth and has been with Financial Affairs since her move to Melbourne in 2001. Claire became a Self Managed Super Fund Association Specialist Adviser in 2013. Claire has undertaken mandatory training related to the provision of financial planning, and can provide specialist advice on a range of financial matters.
Though Claire has worked across all areas of financial planning she is particularly focussed on the comprehensive strategies associated with the running of Self Managed Superannuation Funds (SMSF), retirement planning second generation wealth transfer, including disability support trusts and wealth creation
strategies. As part of her role, Claire is a member of the Financial Affairs investment committee which compiles, researches and reviews the investments used in all client portfolios. This involves sourcing potential new investments for our clients and the monitoring of the investments recommended on an ongoing basis.
Claire is focussed on building strong open relationships with her clients and helping create a tailored strategy for her clients to reach both their short term and lifestyle goals. Claire believes open communication and well set expectations on both sides are critical to her client relationships.
BBus (International Bus), BA (Asian Studies (Japanese), Dip. FP, Self-Managed Super Fund Specialist Adviser and Registered Tax (Financial) Adviser
Address: 445 Warrigal Road Moorabbin VIC 3189
Phone: (03) 9520 2999
Mobile: 0417 864 888