Financial Adviser · KIAMA, NSW

Clare Eileen Dunbar

KIAMA, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001263832

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

Clare Eileen Dunbar is a financial adviser based in Kiama, New South Wales, with 8 years of experience in the financial services industry since 2018. Clare is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Clare holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clare's qualifications include a Graduate Diploma of Financial Planning from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2008

Certificate in Rural Estate Planning (Business Succession)

International Centre for Financial Services

2010

Diploma of Financial Services (Financial Planning)

Mentor Education

2010

Margin Lending and Geared Investments Course

Kaplan Professional

2016

Graduate Certificate in Finance

Charles Sturt University

2018

Tax for Financial Advising Course (DFP5v4)

Kaplan Professional

2021

Accredited Aged Care Professional Program

Aged Care Steps

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2025

Graduate Diploma of Financial Planning

Charles Sturt University

Registration History

Matrix Planning Solutions Limited

Oct 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

May 2018 - Oct 2022 Ceased

Excludes SMSF

Source: ASIC Financial Advisers Register