CLAE MOLLOY
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
1992 - Bachelor of Science - Bachelor Degree (AQF 7) - University of New South Wales
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2008 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2012 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.