Clae Molloy
Financial Adviser in Baulkham Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252859
- Location
- Baulkham Hills NSW 2153
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 19 January 2004
- First provided advice
- 2003
- Qualifications
- Bachelor of Science, University of New South Wales (1992); Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2004); Diploma of Financial Services (Financial Planning), Tribeca Learning (2004); Self Managed Superannuation Funds Program, Kaplan Professional (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Certificate IV in Financial Services (Finance/Mortgage Broking), Kaplan Professional (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education (2020); Master of Financial Planning, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Clae Molloy
Clae Molloy is a financial adviser in Baulkham Hills, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000252859.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 19 January 2004.
According to the register, Clae first provided financial advice in 2003. Qualifications and training on file include Bachelor of Science (University of New South Wales, 1992), Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2004) and Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2004). Clae is recorded as a member of Financial Advice Association of Australia (FAAA).
Clae is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Clae Molloy a registered financial adviser?
Yes. Clae Molloy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252859.
Which licensee does Clae Molloy work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Clae Molloy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.