CLAIRE LOUISE MACKAY
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce Bachelor of Laws - Bachelor Degree (AQF 7) - Macquarie University
2005 - Chartered Accountant - - Institute of Chartered Accountants
2008 - Master of Laws - - University of Sydney
2009 - Certified Financial Planner - - Financial Planning Association of Australia
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Law Society of NSW
Tax Institute of Australia
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.