Clae Molloy
Financial Adviser
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About
Clae Molloy is an ASIC-registered financial adviser based in Baulkham Hills, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Bachelor of Science from the University of New South Wales and a Master of Financial Planning from Kaplan Higher Education, Clae combines academic knowledge with practical experience to provide exceptional service. Clae holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and specialist certifications in Self Managed Superannuation Funds and Margin Lending. As a member of the Financial Advice Association of Australia (FAAA), Clae adheres to the highest professional and ethical standards. Authorised to provide advice on a wide range of financial products, Clae specialises in superannuation, insurance, wealth management, and retirement planning. Clae can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Clae Molloy today to arrange a consultation and discover how personalised financial advice can benefit you.
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Frequently Asked Questions
What types of financial advice does Clae Molloy offer?
Clae Molloy specialises in superannuation, insurance, wealth management, and retirement planning, providing tailored advice to help you achieve your financial goals.
What qualifications does Clae Molloy have?
Clae Molloy holds a Bachelor of Science, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning), Self Managed Superannuation Funds Program certification, Margin Lending and Geared Investments Course certification, Certificate IV in Financial Services (Finance/Mortgage Broking), Graduate Diploma of Financial Planning, and a Master of Financial Planning.
How does the financial planning process work with Clae Molloy?
The process typically starts with an initial consultation to understand your financial situation and goals. From there, Clae will develop a personalised financial plan, implement the plan, and provide ongoing reviews to ensure it continues to meet your needs.
What can I expect during my first meeting with Clae Molloy?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Clae will explain how financial advice can help you and outline the next steps.
Is Clae Molloy a member of any professional associations?
Yes, Clae Molloy is a member of the Financial Advice Association of Australia (FAAA), demonstrating a commitment to high professional and ethical standards.
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