Claire has worked in the Financial Services Sector for the past 22 years, providing timely and accurate detailed resolution to client inquiries. She has a strong technical knowledge of structures in the industry and as such will compile statistical analysis or other specific reporting when required. Claire is a Qualified Financial Advisor and is currently studying for her Retirement Planning Advisor examinations.
"As part of the financial planning stage Claire manages and processes the paraplanning stage providing clients with a comprehensive Wealth Management Plan. Claire also ensures that client funds are invested according to their comfort threshold for risk."