Clare Dunbar

Financial Adviser

ASIC adviser number:
001263832
Qualifications and training:

2008, Certificate in Rural Estate Planning (Business Succession), Certificate (AQF 1-4), International Centre for Financial Services
2010, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Mentor Education
2010, Margin Lending and Geared Investments Course, Other, Kaplan Professional
2016, Graduate Certificate in Finance, Graduate Certificate (AQF 8), Charles Sturt University
2018, Tax for Financial Advising Course (DFP5v4), Other, Kaplan Professional
2021, Accredited Aged Care Professional Program, Other, Aged Care Steps
2025, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education
2025, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Charles Sturt University

When adviser first provided advice:
2018
Membership of professional associations:

Association of Financial Advisers (AFA)

Disciplinary action by ASIC:
None
Location:
17 Bong Bong St
Kiama  NSW  2533
AFS licence holder name:
Matrix Planning Solutions Limited
AFS licence number:
000238256
Licence controlled by:
Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».