Financial Adviser
· EAST PERTH, WA
John Claessen
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241385
John Claessen is a financial adviser based in East Perth, Western Australia, with 31 years of experience in the financial services industry. John is currently authorised under Australian Financial Directions Pty Ltd. John 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 in Applied Finance and Investment from Securities institute Education. John is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Graduate Diploma in Applied Finance and Investment
Securities institute Education
1998
Graduate Diploma in Business
Curtin University of Technology
2010
Margin Lending and Geared Investments
Kaplan
2016
Self Managed Superannuation Funds
Kaplan
2021
FASEA Exam
FASEA