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.
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.
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.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
CKM Advisers Pty LtdSuite 203, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
Matrix Planning Solutions Ltd