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Clare Rixon

Clare Rixon

Financial Adviser

Morgans Financial Limited - Hawthorn
Hawthorne, VIC 3122

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About

Clare Rixon is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to individuals and families in Hawthorne, VIC, and throughout Australia. With a Bachelor of Business from the University of South East Queensland (1985) and advanced qualifications in financial planning from Kaplan Professional, including a Diploma of Financial Services (Financial Planning) (2004), SMSF accreditation (2008), and an Advanced Diploma of Financial Services (Financial Planning) (2010), Clare possesses a wealth of knowledge and experience. Clare is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating her commitment to upholding the highest ethical and professional standards. Clare stays up-to-date with industry changes, completing courses such as TASA and the TPB Code of Professional Conduct (2016) and Ethics and Professional Relationships (QUT, 2020). Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities, Clare can help you achieve your financial goals, whatever they may be. • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning If you're seeking expert financial guidance and a personalised approach, contact Clare Rixon today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation advice Retirement planning Wealth management Investment strategies Insurance solutions SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000332899

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Clare Rixon provide?

Clare Rixon is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities.

What qualifications does Clare Rixon hold?

Clare Rixon holds a Bachelor of Business from the University of South East Queensland and advanced qualifications in financial planning from Kaplan Professional, including a Diploma of Financial Services (Financial Planning), SMSF accreditation, and an Advanced Diploma of Financial Services (Financial Planning).

What is Clare Rixon's approach to financial planning?

Clare Rixon provides tailored financial solutions to individuals and families. She takes the time to understand your unique circumstances and goals to develop a personalised plan that meets your needs.

How can Clare Rixon help me with my superannuation?

Clare Rixon can provide expert advice on all aspects of superannuation, including choosing the right fund, maximising your contributions, and planning for retirement income.

What can I expect during my first meeting with Clare Rixon?

During your first meeting with Clare Rixon, you can expect a friendly and professional discussion about your financial situation, goals, and needs. Clare will explain her services and how she can help you achieve your objectives.

Get in Touch

Contact Clare directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.