Financial Adviser · HORSHAM, VIC

Clare Mcinerney

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001007576

Clare Mcinerney is a financial adviser based in Horsham, Victoria, with 11 years of experience in the financial services industry. Clare is currently authorised under Personal Financial Services Ltd. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Authorisation does not include Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Planning

Kaplan Professional

2015

Advanced Diploma of Financial Planning

Kaplan Professional

2016

DFP5v1 Tax for Financial Advising

Kaplan Higher Education

2016

TASACLv1 Commercial Law

Kaplan Higher Education

2019

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Personal Financial Services Ltd

Mar 2022 - Present Current

Authorisation does not include Self Managed Superannuation Funds

Personal Financial Services Ltd

Sep 2020 - Apr 2021 Ceased

Authorisation does not include SMSF's

Commonwealth Financial Planning Limited

Apr 2015 - Sep 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register