CLARE CONNOLLY BOADLE

Financial Adviser · South Melbourne, VIC

Registered

Registration Number

001249409

Registration Status

Registered

Location

South Melbourne, VIC 3205

Providing Advice Since

2016

Registration Date

04/11/2016

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2011 - Taxation 231 - Other - Curtin University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology
2020 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - Margin Lending - Other - Integrity Education Group
2022 - FPE016 Self Managed Super Funds - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.