Financial Adviser · BIRTINYA, QLD

Clare Veronica Askew

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000428857

Clare Veronica Askew is a financial adviser based in Birtinya, Queensland, with 18 years of experience in the financial services industry. Clare is currently authorised under Akumin Financial Planning Pty Limited. Clare 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Sep 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Ri Advice Group Pty Ltd

Aug 2008 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register