Clare Shewan

Seaside Wealth

Gold
6 Yrs Experience
Sandringham, VIC 3191

Recent reviews

Seaside Wealth

329 Bluff Rd
Sandringham, VIC 3191

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.85
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Clare is one of the only financial planners we have dealt with who provided advice tailored to suit our age and financial position. She made time to ask us in depth detailed questions on how we wanted to live during our retirement and gave advice accordingly, even when it meant that she would receive a lower fee/commission."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clare is a proactive advisor who has kept me informed of changes in the market and provided advice on strategies to reduce my risks inline with my risk appetite, whilst increasing my investment portfolio. My only regret is that I didn't find Clare sooner. I highly recommend Clare to anyone who wants a financial advisor who puts their best interests above anything else. Anne-Marie"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clare is a highly knowledgeable and personable advisor. She understands my needs, and is compassionate to my personal circumstances. I have full respect and trust in her advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Clare was recommended to me by a relative after I was let down by a Westpac advisor. Clare has given me advice regarding investments and managing my finances in regard to making sure I had sufficient funds to live a comfortable life enjoying the things that I love doing. She is very pleasant young woman always keeping me informed if there are any changes to be made."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"From when I first met Clare I have felt confident with all discussions we have had. We have discussed a number of areas including pensions, investments, budgeting and general financing. During our discussions Clare has always been able to explain the pros and cons to satisfy my queries. I have always felt confident and relaxed when having these discussions with Clare and this is one of the main reasons I have remained as one of her clients."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clare has given me advice regarding my superannuation and investments. Through her knowledge and experience, her explanations and advice have been clearly interpreted and understood. By jointly working through my portfolios, I believe that the advice given is always appropriate and fitting to my needs. I always receive Clare's care and attention when needed. Clare's happy and cheerful disposition makes it a delight to be her client."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clare is knowledgeable, attentive, empathetic and personable in her approach. She has a terrific way of managing sophisticated investments, as well as dealing with more rudimentary managed funds. Clare also had a very strategic approach to insurance that made a lot of sense in line with my other investment goals. In short, Clare is a gun. She's got world experience and a suite of qualifications that make her a top-shelf adviser."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clare is very genuine and knowledgeable and took the time to listen to me and to truly understand my personal situation. Her communication made me feel valued as a client and she took the time to explain things to me in a clear and concise way. I didn't feel like she was trying to sell me something, rather that she had my best interests at heart."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Advanced Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
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