Financial Adviser · PERTH, WA

Sarah Clare

PERTH, WA

New Adviser

Tax advice
authorised

ASIC Registered · ADV 001314161

Licensee

Perpetual Trustee Company Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Sarah Clare

Sarah Clare is a financial adviser based in Perth, Western Australia. Sarah works at Perpetual Trustee Company, which is licensed through Perpetual Trustee Company Limited. Sarah holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Sarah holds a Master of Financial Planning from Kaplan. Sarah is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Only authorised to provide subsequent investment related advice (further advice only)

Authorised to provide tax financial advice services

Qualifications and Training

2024

Master of Financial Planning

Kaplan

Registration History

Perpetual Trustee Company Limited

Jan 2025 - Present Current

Only authorised to provide subsequent investment related advice (further advice only)

Source: ASIC Financial Advisers Register