Clare Veronica Askew
Financial Adviser in Birtinya, Queensland, Australia
Review Clare Veronica Askew
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 number000428857
- Location
- Birtinya QLD 4575
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 28 September 2012
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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 Veronica Askew
On the Financial Advisers Register kept by ASIC, Clare Veronica Askew appears as a current financial adviser in Birtinya, Queensland, adviser number 000428857.
Clare provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 28 September 2012.
The register records 2008 as the year Clare first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Clare Veronica Askew here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Clare Veronica Askew a registered financial adviser?
Yes. Clare Veronica Askew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428857.
Which licensee does Clare Veronica Askew work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Clare Veronica Askew 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."