MenuClarissa Tai CFP®
About Me
I am an accredited SMSF Specialist Adviser and Certified Financial Planner with a proven track record spanning over 16 years across the financial planning industry in varying capacities (as a financial planner, technical specialist, pricing analyst and more recently across the areas of advice remediation, compliance and advice audit).
Areas of Focus
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 2 Years
