Financial Adviser
· SYDNEY, NSW
Clarissa Helen Tai
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311311
Clarissa Helen Tai is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Clarissa is currently authorised under Escala Wealth Management Pty Ltd. Clarissa holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Clarissa is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Graduate Diploma in Financial Planning
Securities Institute of Australia
2009
Certified Financial Planner
Financial Advice Association of Australia Limited
2017
SMSF Specialist Advisor Program
SMSF Association Ltd
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited