Clare Connolly Boadle
Financial Adviser in South Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249409
- Location
- South Melbourne VIC 3205
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 4 November 2016
- First provided advice
- 2016
- Qualifications
- Taxation 231, Curtin University (2011); Diploma of Financial Planning, Monarch Institute (2016); Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2017); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); Margin Lending, Integrity Education Group (2020); FPE016 Self Managed Super Funds, Kaplan Higher Education Pty Limited (2022); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Clare Connolly Boadle
Clare Connolly Boadle is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Melbourne, Victoria (adviser number 001249409).
The licensee Clare advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 4 November 2016.
According to the register, Clare first provided financial advice in 2016. The qualifications listed for Clare include Taxation 231 (Curtin University, 2011), Diploma of Financial Planning (Monarch Institute, 2016) and Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2017).
Clare is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Clare Connolly Boadle a registered financial adviser?
Yes. Clare Connolly Boadle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249409.
Which licensee does Clare Connolly Boadle work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Clare Connolly Boadle 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."