Practice Partner and Financial Adviser Clare Sullivan joined MiQ in 2019. Her financial advice for clients began in 2004 and has been her focus for the past 19 years.
Clare’s responsibilities include providing financial strategies, investments, and solutions to assist her clients to achieve their financial goals, all while assisting them in getting familiar with the process and the solutions. Each interaction is personalised and created specifically for each client.
Her clients are like family to her, and she does her best to explain things clearly and to educate where required so that they understand and feel comfortable during consultations.
A previous winner of the CEO Award for Excellence in Customer Service (when previously advising for a large banking institution), Clare firmly believes in the ethos that “If you cannot find peace and happiness within yourself, you will never find it anywhere else”.
Her weekends at home include spending time at home in the garden, cooking and time with her significant other and pets. Her other passions include fossicking for gemstones and opals with a metal detector, caravanning and collecting (and listening to) vinyl records.
Education
- Advanced Diploma of Financial Services
- Fellow Chartered Financial Practitioner
