Financial Adviser
· BAULKHAM HILLS, NSW
Clae Molloy
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252859
Clae Molloy is a financial adviser based in Baulkham Hills, New South Wales, with 23 years of experience in the financial services industry. Clae is currently authorised under Matrix Planning Solutions Limited. Clae holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education. Clae is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Science
University of New South Wales
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2004
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2008
Self Managed Superannuation Funds Program
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2012
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Master of Financial Planning
Kaplan Higher Education