Clare Telford
Financial Adviser
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About
Clare Telford is an ASIC-registered financial adviser based in Kewdale, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Clare holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2025). Clare is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services provided: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Clare Telford today for a consultation and discover how personalised financial advice can help you achieve your dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Clare Telford offer?
Clare Telford specialises in superannuation advice, insurance, wealth management, and retirement planning, among other financial services. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Clare Telford have?
Clare Telford holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited, completed in 2025. This ensures she has a solid understanding of financial principles and regulations.
What is the process for becoming a client of Clare Telford?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Clare will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments will ensure the plan remains aligned with your evolving circumstances.
How can wealth management advice from Clare Telford benefit me?
Clare’s wealth management services can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio's performance. She can assist you in making informed decisions to secure your financial future.
What should I expect during my first meeting with Clare?
During your first meeting with Clare, you can expect a relaxed and informative discussion about your financial objectives, current financial standing, and any concerns you may have. Clare will explain her services and how she can help you achieve your goals, ensuring you feel comfortable and confident in the process.
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