Financial Adviser
· HAWTHORNE, VIC
Clare Jean Rixon
No disciplinary history on record with ASIC
HAWTHORNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332899
About Clare Jean Rixon
Clare Jean Rixon is a financial adviser based in Hawthorne, Victoria, with 21 years of experience in the financial services industry since 2005. Clare works at Morgans Financial, which is licensed through Morgans Financial Limited. Clare holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clare's qualifications include a Bachelor of Business from University of South East Queensland. Clare is a member of Stockbrokers and Investment Advisers Association (SIAA).
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
1985
Bachelor of Business
University of South East Queensland
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
SMSF
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2020
Ethics and Professional Relationships
Ethics - QUT