Clare Jean Rixon
Financial Adviser in Hawthorne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332899
- Location
- Hawthorne VIC 3122
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 December 2008
- First provided advice
- 2005
- Qualifications
- Bachelor of Business, University of South East Queensland (1985); Diploma of Financial Services (Financial Planning), Kaplan Professional (2004); SMSF, Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2016); Ethics and Professional Relationships, QUT (2020)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Clare Jean Rixon
Clare Jean Rixon is a financial adviser in Hawthorne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000332899.
The licensee Clare advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 10 December 2008.
The register records 2005 as the year Clare first provided financial advice. The qualifications listed for Clare include Bachelor of Business (University of South East Queensland, 1985), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2004) and SMSF (Kaplan Professional, 2008). Clare is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
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.
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Questions people ask
Is Clare Jean Rixon a registered financial adviser?
Yes. Clare Jean Rixon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332899.
Which licensee does Clare Jean Rixon work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Clare Jean Rixon 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; standard margin lending; managed discretionary account services.