Claire Garrott

DFP, ADFP, AFP

ADVISER

QUALIFICATION & EXPERIENCE

Claire worked for many years as a financial planner in an accounting firm, and more recently, pure financial planning firms, before joining Retirement Victoria in 2018. She is currently an adviser within Retirement Victoria’s specialist financial planning team.

Claire holds a Diploma of Financial Planning and an Advanced Diploma of Financial Planning. Claire began working in the industry in 2003, first becoming authorised to provide advice in 2007. Her background in financial planning combined with her practical experience provides the basis for her detailed knowledge of superannuation and a strong understanding of the retirement and financial issues faced by all employees.

Originally from Tasmania, Claire made the decision to move to Victoria post-university. She enjoys to the full the cultural delights of Melbourne and the eastern suburbs with her husband Michael and cat Watson.

SERVICES OFFERED
  • Personal Insurance
  • Investments
  • Superannuation
  • Retirement planning
  • Budget/cashflow management
  • Centrelink/DVA
  • Debt management
  • Estate planning
PRODUCTS OFFERED
  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities