With over 30 years of industry experience, Claire’s expertise as a Financial Adviser is centred on building long-term returns for clients, with an emphasis on managing portfolio risk.

Claire’s primary focus is on listed markets, including direct Australian equities and global growth themes. Her enduring client relationships, which have weathered the Asian Currency Crisis, the Tech Wreck, the GFC, and COVID, speak to her expertise and commitment.

“What’s not to love about our dynamic work environment? Staying current with economic and company news, then tailoring that knowledge to meet each client’s specific investment needs, is both stimulating and rewarding. It’s a privilege helping clients achieve their financial goals.”

Claire holds a Graduate Diploma of Psychology and a Graduate Diploma of Applied Finance and Investment.