Clare joined SWA Financial Planning in 2007 having completed a Bachelor of Commerce (Economics & Finance) at the University of Wollongong the same year.

 

After starting out maintaining client portfolio records and performing general research tasks, Clare’s duties have gradually increased to include writing complex financial plans and dealing with all enquiries related to Centrelink, superannuation and tax.

 

Clare works closely with Daniel Abela in preparing financial plans, Annual Reviews and investment research for his clients. Among other responsibilities, Clare is the chief adviser dealing with term deposit enquiries and manages the weekly tracking, advice production and reinvestment of maturing deposits.

 

Having gained considerable experience as a financial planner, Clare is now commencing additional studies to become a Certified Financial Planner.