CLARE JEAN RIXON

Financial Adviser ยท Hawthorne, VIC

Registered

Registration Number

000332899

Registration Status

Registered

Location

Hawthorne, VIC 3122

Providing Advice Since

2005

Registration Date

10/12/2008

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1985 - Bachelor of Business - Bachelor Degree (AQF 7) - University of South East Queensland
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2008 - SMSF - - Kaplan Professional
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

๐Ÿข Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

โ„น๏ธ 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.