Our Team
CLARE ASKEW
Principal & Financial Adviser
Jill McDougall – Client Services Officer
Loretta Beninca – Client Services Officer
Principal & Financial Adviser
Jill McDougall – Client Services Officer
Loretta Beninca – Client Services Officer
I have always been interested in using my knowledge to help other people. Before becoming involved in the financial services industry I was working in the natural health industry and helping people with their physical health. The transition to financial services saw my assistance move from their physical health to their financial health. In both instances, the client’s resulting ‘piece of mind’ is the clearest measure of my success.
I really enjoy working with pre and post retiree clients and am very focussed on providing ongoing service that is valuable to the client.
I completed my Diploma & Advanced Diploma off campus and began working as a Paraplanner whilst completing my studies. In 2008 I began advising and completed my Advanced Diploma whilst working as a planner.