Working as an adviser since 1987, Ken has the experience and skills to offer Financial Clarity’s clients well considered strategic and investment advice. Ken’s background in financial analysis provides a sound backdrop to understanding both investment markets and the impact of financial decision making. Ken has a B Com from the University of Western Australia and is a Certified Financial planner.
Jeffrey manages all administration, tax reporting and investment placement requirements for our in-house wealth management service, Clarity Wealth Management. Since graduating with a Bachelor of Business from Newcastle University in 1999, Jeffrey has worked in the areas of investment administration and markets within the financial services industry and has completed a Diploma in Financial Markets with the Securities Institute of Australia.
Alan has responsibility for office administration and systems management, including the integrity of the LAN and security of the company’s electronic data. He also serves as compliance officer in respect of the company’s obligations under its Financial Services Licence and the general requirements of both the ATO and the Financial Planning Association. Alan’s background is in accounting and financial management. He has wide commercial experience, formal accounting qualifications and is a member of the National Institute of Accountants.
Jan’s area of expertise encompasses the fields of Public Relations and Marketing. She has formal marketing qualifications and possesses extensive experience in organization concepts, retail marketing and retail promotion. Jan’s responsibilities are varied and extensive with the most essential focusing on client contact management and maintaining the accuracy and integrity of the client data base.
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