Clare Eileen Dunbar
Financial Adviser in Kiama, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263832
- Location
- Kiama NSW 2533
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 21 October 2022
- First provided advice
- 2018
- Qualifications
- Certificate in Rural Estate Planning (Business Succession), International Centre for Financial Services (2008); Diploma of Financial Services (Financial Planning), Mentor Education (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Graduate Certificate in Finance, Charles Sturt University (2016); Tax for Financial Advising Course (DFP5v4), Kaplan Professional (2018); Accredited Aged Care Professional Program, Aged Care Steps (2021); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025); Graduate Diploma of Financial Planning, Charles Sturt University (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
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Clare Eileen Dunbar
Clare Eileen Dunbar is a financial adviser in Kiama, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001263832.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 21 October 2022.
According to the register, Clare first provided financial advice in 2018. Qualifications and training on file include Certificate in Rural Estate Planning (Business Succession) (International Centre for Financial Services, 2008), Diploma of Financial Services (Financial Planning) (Mentor Education, 2010) and Margin Lending and Geared Investments Course (Kaplan Professional, 2010).
Clare 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.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Clare Eileen Dunbar a registered financial adviser?
Yes. Clare Eileen Dunbar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263832.
Which licensee does Clare Eileen Dunbar work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Clare Eileen Dunbar 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."