Posts tagged special disability trusts
Claire Williams

Senior Financial Adviser

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.

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Sally Scopel

Service and Technical Specialist

Sally’s role at Financial Affairs involves formulating our clients’ strategies and being a secondary adviser for our clients. Sally enjoys working with our clients and our support team to put in place strategies that promote our clients’ financial wellbeing. Sally joined Financial Affairs in 2016 after previous experience over 11 years in paraplanning, compliance and support services.

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