Financial Adviser · SYDNEY, NSW

Clarissa Helen Tai

SYDNEY, NSW
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001311311
Currently at
Sydney, NSW (firm address)

About Clarissa Helen Tai

Clarissa Helen Tai is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry since 2024. Clarissa is currently authorised under Focus Partners Wealth, operating through Focus Partners Australia Wealth. Clarissa holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Clarissa's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Clarissa is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Graduate Diploma in Financial Planning
Securities Institute of Australia
2009
Certified Financial Planner
Financial Advice Association of Australia Limited
2017
SMSF Specialist Advisor Program
SMSF Association Ltd
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jun 2026 - Present Current
Sep 2024 - Jun 2026 Ceased

Source: ASIC Financial Advisers Register