Financial Adviser
· SYDNEY, NSW
Clara Jago
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005165
Clara Jago is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Clara is currently authorised under Macquarie Bank Limited. Clara holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting and Finance) from University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Commerce (Accounting and Finance)
University of New South Wales
1993
Certified Practicing Accountants Program
Certified Public Accountants of Australia Pty Ltd
2001
Paraplanning Course
Paraplanning Professionals Pty Ltd
2002
Investment Planning 1
Integratec Rading Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register