Working on our financial planning team as the Assistant Financial Advisor we are pleased to introduce Claire. Claire brings balance and order to maintaining the flow of work for the financial planning team. In her role, Claire supports client success with diligent research and customised care and attention to their individual circumstances. As well as her client work, Claire brings passion for efficiency by developing better systems for the financial planning processes at q4.
Claire joined q4 in March 2019 and happily shares that not long after starting she felt like she had been here for years.
She loves the positive, supportive family-like nature of the team. Claire boasts about the sense of community that q4 has built with the team and how that is extended to clients.
She enjoys a great challenge and having work that is diverse and constantly varied motivates her. Which is another great thing about working at q4, as she says “not one day is ever the same as the last”.
Claire has earned a Bachelor of Business Degree from QUT and a Bachelor of Financial Planning through CQU. However, part way through completing her first degree she discovered and fell in love with Financial Planning. The ability to help people through proper money management and set up for future success motivates Claire.
“Helping our clients achieve their goals. Helping people remove worry from their lives. The clients can come to us with almost anything and I know we can fix it”
Claire approaches it with a “there is nothing that can’t be fixed” mentality.
Outside of the office, Claire enjoys getting crafty with her Cricut machine making puzzles with her puppy Puffin at her feet. She is a huge podcast fan, currently listening to Liar Liar. And try as she might, getting her partner to listen in has been a challenge, but she’s up for it.
Read more about Claire and the rest of our team here
