Claire Louise Mackay
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255933
- Location
- Chatswood NSW 2067
- Licensee
- Quantum Financial Services Australia Pty. Limited (AFSL 239200)
- Authorised since
- 7 January 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce Bachelor of Laws, Macquarie University (2000); Chartered Accountant, Institute of Chartered Accountants (2005); Master of Laws, University of Sydney (2008); Certified Financial Planner, Financial Planning Association of Australia (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Law Society of NSW; Tax Institute of Australia
- 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 Claire Louise Mackay
Claire Louise Mackay is a financial adviser in Chatswood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000255933.
Advice is given under the Australian financial services licence of Quantum Financial Services Australia Pty. Limited, licence number 239200. The current authorisation started on 7 January 2004.
According to the register, Claire first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce Bachelor of Laws (Macquarie University, 2000), Chartered Accountant (Institute of Chartered Accountants, 2005) and Master of Laws (University of Sydney, 2008). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Law Society of NSW.
The authorisation covers advice 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 Claire Louise Mackay a registered financial adviser?
Yes. Claire Louise Mackay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255933.
Which licensee does Claire Louise Mackay work under?
Quantum Financial Services Australia Pty. Limited, Australian financial services licence 239200.
What can Claire Louise Mackay 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.