Financial Adviser
· KEW, VIC
Claire Cothleen Garrott
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302547
Claire Cothleen Garrott is a financial adviser based in Kew, Victoria, with 20 years of experience in the financial services industry. Claire is currently authorised under First Financial 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 Bachelor of Science with Honours from University of Tasmania. Claire is a member of Financial Advice Association of Australia (FAAA).
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
2001
Bachelor of Science with Honours
University of Tasmania
2010
Margin Lending and Geared Investments
Kaplan Professsional
2013
Diploma of Financial Planning
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
Registration History
RV WEALTH PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
WEALTH MARKET PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register