Clare Rixon
BBus AdvDipFS MeSAFAA
Senior Adviser
"My focus is to meet your wealth management needs by providing ongoing tailored solutions focusing on after-tax returns."
Clare is responsible for client relationship management with over 25 years experience. In the last 16 years Clare has focused on private clients and not-for-profit organisations. Prior to joining Morgans Hawthorn office Clare worked for two boutique wealth managers. Clare also worked for 16 years with BT Funds Management, her last role as portfolio manager for BT private clients.
Investment Style
Clare has extensive experience in dealing with self-managed superannuation funds including accumulation and retirement phase. Clare specialises in direct shares and draws on the extensive resources of Morgans and the complimentary skills of the Hawthorn office to provide the most appropriate tailored solutions for her clients.
Services and Specialties
Stockbroking
Wealth Management
Self-Managed Super Funds
Retirement and Estate Planning
Personal Insurance
Philanthropic Services
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Ethics and Professional Relationships
SMSF Program
Bachelor of Business
Advanced Diploma of Financial Services
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary and percentage of fees.
