Claire Mcgregor Email and Phone Number
Claire Mcgregor phone numbers
I provide strategic advice to clients and families to assist them in achieving financial freedom.
Elston
View- Website:
- elston.com.au
- Employees:
- 84
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Senior Private Wealth AdviserElston Apr 2021 - Present
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Strategy AdviserElston Jul 2019 - Apr 2021Brisbane, Australia
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Quality Advice SpecialistElston Jul 2019 - Jan 2020Brisbane, AustraliaI provide guidance and training to new and existing employees and act as a central point to ensure that office processes are working efficiently at all levels.
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Private Wealth AdviserElston Oct 2017 - Jul 2019Brisbane, AustraliaWith a background in strategic financial planning, Claire is well qualified to advise Elston Private Wealth clients. Claire has applied her skills and experience to gain specialist knowledge to benefit clients through different life events, specifically in the area of Family Law. Claire works closely with Family Lawyers to support, inform and help clients rebuild a strong financial future, based on sound, customised advice.
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Strategy AdviserElston 2012 - Oct 2017
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Paraplanner/Client Service OfficerElston Partners Sep 2010 - Aug 2012Brisbane, Australia
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Client Service OfficerBmm Financial Services 2007 - 2010Brisbane Cbd
Claire Mcgregor Skills
Claire Mcgregor Education Details
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Cfp® -
Brisbane Family Law CentreFamily Law
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Afp
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KaplanAdv Dip Fs (Fp)
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KaplanDip. Fs (Fp)
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QutBachelor Of Arts (Ba)
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Moreton Bay College
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Financial Planning
Frequently Asked Questions about Claire Mcgregor
What company does Claire Mcgregor work for?
Claire Mcgregor works for Elston
What is Claire Mcgregor's role at the current company?
Claire Mcgregor's current role is Senior Private Wealth Adviser at Elston.
What is Claire Mcgregor's direct phone number?
Claire Mcgregor's direct phone number is +614239*****
What schools did Claire Mcgregor attend?
Claire Mcgregor attended Cfp®, Brisbane Family Law Centre, Afp, Kaplan, Kaplan, Qut, Moreton Bay College, Kaplan Professional.
What skills is Claire Mcgregor known for?
Claire Mcgregor has skills like Financial Services, Superannuation, Equities, Strategy, Wealth Management, Strategic Financial Planning, Pensions, Smsf, Investments, Investment Strategies, Retirement Planning, Financial Advisory.
Who are Claire Mcgregor's colleagues?
Claire Mcgregor's colleagues are David Seager, Cfa, Sam Hooper, Melanie King, Julie Lesbirel, Amanda Zammit, Julie E., Michael Gray Cfp, Mappfin (Im,wm) Dip Fin Plan.
Not the Claire Mcgregor you were looking for?
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1gmail.com1 +151292XXXXX
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Claire McGregor
Personal Assistant To General Manager At Granny Smith Gold Mine Gold FieldsPerth, Wa -
3appbot.co, gmail.com, appbot.co1 +614389XXXXX
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14-corners.com.au1 0403 91XXXXX
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