Claire Garrott
Financial Adviser
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About
Claire Garrott is an ASIC-registered financial adviser based in Kew, VIC, dedicated to helping her clients achieve their financial goals. With a strong educational foundation including a Bachelor of Science with Honours from the University of Tasmania (2001), a Diploma of Financial Planning (2013), and an Advanced Diploma of Financial Planning (2014) from Kaplan Professional, Claire combines academic rigor with practical expertise. As a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board, Claire adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Claire is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Claire’s commitment is to provide personalised financial advice, tailored to each client's unique circumstances and aspirations. She believes in building long-term relationships based on trust, transparency, and a deep understanding of her clients' needs. Key services offered: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Claire Garrott today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Claire Garrott provide?
Claire Garrott provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She offers tailored solutions to meet your unique financial needs.
What are Claire Garrott's qualifications and professional memberships?
Claire holds a Bachelor of Science with Honours from the University of Tasmania and Diplomas of Financial Planning from Kaplan Professional. She is also a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board.
What is the process for becoming a client of Claire Garrott?
The process begins with an initial consultation to understand your financial goals and current situation. Claire will then develop a personalised financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure you stay on track.
How can wealth management advice from Claire Garrott help me?
Wealth management advice from Claire Garrott can help you grow and protect your assets through strategic investment planning, risk management, and regular portfolio reviews. She focuses on building long-term financial security.
What should I expect during my first meeting with Claire?
During your first meeting with Claire, you can expect a friendly and professional discussion about your financial goals, current financial situation, and any concerns you may have. She will explain her approach and how she can help you achieve your objectives.
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