Claire Mackay
Financial Adviser
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About
Claire Mackay is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to providing comprehensive and tailored financial solutions to her clients. With a strong academic foundation including a Bachelor of Commerce/Bachelor of Laws from Macquarie University (2000) and a Master of Laws from the University of Sydney (2008), Claire combines her legal and financial expertise to offer well-rounded advice. Claire is a Chartered Accountant (Institute of Chartered Accountants, 2005) and a Certified Financial Planner (Financial Planning Association of Australia, 2009), and is committed to upholding the highest ethical standards, as evidenced by her completion of Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021). She maintains professional memberships with Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), the Law Society of NSW, and the Tax Institute of Australia. Authorised to provide advice on a wide range of financial products, Claire specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, managing your wealth, or seeking insurance advice, Claire can help you achieve your financial goals. Contact Claire today to schedule a consultation and discover how she can help you build a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What services does Claire Mackay offer?
Claire Mackay provides advice on superannuation, insurance, wealth management, and retirement planning, including investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Claire Mackay hold?
Claire Mackay holds a Bachelor of Commerce/Bachelor of Laws, a Master of Laws, is a Chartered Accountant, and a Certified Financial Planner.
What is the process for working with Claire Mackay?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a tailored financial plan. Regular reviews are conducted to ensure your plan remains aligned with your changing needs and circumstances.
How does Claire Mackay stay updated with the latest financial regulations?
Claire maintains memberships with leading professional bodies such as Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), and undertakes regular professional development to stay abreast of industry changes.
What should I expect during my first meeting with Claire Mackay?
During your first meeting, you can expect a thorough discussion about your current financial situation, your goals, and your risk tolerance. Claire will explain her approach to financial planning and answer any questions you may have.
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