Clare McInerney
Financial Adviser in Horsham, Victoria, Australia
Review Clare McInerney
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001007576
- Location
- Horsham VIC 3400
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 17 March 2022
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2015); DFP5v1 Tax for Financial Advising, Kaplan Higher Education (2016); TASACLv1 Commercial Law, Kaplan Higher Education (2016); FPC002B, Kaplan Higher Education (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Authorisation does not include Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Clare McInerney
On the Financial Advisers Register kept by ASIC, Clare McInerney appears as a current financial adviser in Horsham, Victoria, adviser number 001007576.
Clare provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 17 March 2022.
According to the register, Clare first provided financial advice in 2015. The qualifications listed for Clare include Diploma of Financial Planning (Kaplan Professional, 2014), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and DFP5v1 Tax for Financial Advising (Kaplan Higher Education, 2016).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorisation does not include Self Managed Superannuation Funds.”
Reviews
Nobody has reviewed Clare McInerney here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Clare McInerney a registered financial adviser?
Yes. Clare McInerney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007576.
Which licensee does Clare McInerney work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Clare McInerney give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Authorisation does not include Self Managed Superannuation Funds."