Financial Adviser · CHATSWOOD, NSW

Claire Louise Mackay

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000255933

Claire Louise Mackay is a financial adviser based in Chatswood, New South Wales, with 22 years of experience in the financial services industry. Claire is currently authorised under Quantum Financial Services Australia Pty. Limited. Claire 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 Certified Financial Planner from Financial Planning Association of Australia. Claire is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Law Society of NSW and Tax Institute of Australia.

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

2000
Bachelor of Commerce Bachelor of Laws
Macquarie University
2005
Chartered Accountant
Institute of Chartered Accountants
2008
Master of Laws
University of Sydney
2009
Certified Financial Planner
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Source: ASIC Financial Advisers Register