Financial Adviser
· TRARALGON, VIC
Claire Maree Richmond-miller
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263665
Claire Maree Richmond-miller is a financial adviser based in Traralgon, Victoria, with 8 years of experience in the financial services industry. Claire is currently authorised under Mcmillan Financial Planning 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 Business from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Business
Monash University
2017
Diploma of Finaial Pllaning
Kaplan Professional
2017
Tax for Financial Advising
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
SMSF Specialist Course
Super Concepts & The Adelaide University
2025
FCP002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited