Financial Adviser
· PERTH, WA
Sarah Clare
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001314161
Sarah Clare is a financial adviser based in Perth, Western Australia. Sarah is currently authorised under 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
Only authorised to provide subsequent investment related advice (further advice only)
Source: ASIC Financial Advisers Register