Financial Adviser
· FORTITUDE VALLEY, QLD
Claire Frances Mcgregor
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000425801
Claire Frances Mcgregor is a financial adviser based in Fortitude Valley, Queensland, with 14 years of experience in the financial services industry. Claire is currently authorised under Ep Financial Services Pty Ltd. 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 Advice Association Australia (FAAA). Claire is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Margin Lending Accreditation
Kaplan Professional
2016
Certified Financial Planner
Financial Advice Association Australia (FAAA)
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd