CLARE MCINERNEY

Financial Adviser ยท Horsham, VIC

Registered

Registration Number

001007576

Registration Status

Registered

Location

Horsham, VIC 3400

Providing Advice Since

2015

Registration Date

01/09/2020

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

๐Ÿ“š Qualifications & Training

2014 - Diploma of Financial Planning - - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2016 - DFP5v1 Tax for Financial Advising - Other - Kaplan Higher Education
2016 - TASACLv1 Commercial Law - Other - Kaplan Higher Education
2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.