Clare joined SWA Financial Planning in November 2007. Clare has completed a Bachelor of Commerce degree majoring in Economics and Finance from University of Wollongong, and has a Masters in Financial Planning from Western Sydney. Clare is a Certified Financial Planner (CFP) and on top of this is an accredited FPA Aged Care specialist.

 

Clare provides comprehensive financial planning advice to existing and new clients. Being an aged care specialist Clare provides specialised advice to clients around entering aged care including how to fund this, while navigating though the complex Aged Care System.

 

Clare is passionate about helping her clients to understand their financial situation and investments, and to ensure they make informed decisions and take control of their financial future.

 

Outside of work Clare enjoys spending time with her family and friends.