Clae Molloy

CKM Adviser Pty Ltd

Gold
19 Yrs Experience
Baulkham Hills, NSW 2153
I have enjoyed assisting many people as a financial planner for over 16 years and been employed in the financial services industry for several years prior to becoming a licenced Financial Adviser. My personal approach to all our clients and the care and guidance I offer has been widely acknowledged.   If you are looking for assistance in reaching your goals in Wealth Creation, Investments, Superannuation, Retirement Living, SMSF, Business and Personal Insurance or have a focus on tax effective investment advice then I would love to talk to you. My education qualifications and membership of professional associations are: Bachelor of Science (Mathematics) UNSW Advanced Diploma of Financial Services (Financial Planning) A member of The Financial Planning Association of Australia Registered Tax Practitioner Justice of the Peace Please call my office on 02 9899 4555 for us to discuss your personal situation further.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

My fees are personally tailored based on the services and requirements of each client. Fees can be a flat dollar amount or a combination of flat dollar fee + % based fee depending on client preference.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

CKM Adviser Pty Ltd

Suite 203, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"For over 6 years, Clae has given me advice in areas including loan products, self managed super funds, personal insurance, building an investment portfolio and reducing debt. Clae was always able to explain things to me in a clear way often using diagrams and easy to understand charts. Through Clae's knowledge and experience, I feel very confident that the advice given was right for my needs. Clae was always attentive and available as required."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Graduate Diploma of Financial Planning

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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