Paraplanner , Diploma of Accounting and Financial Planning
Claudia started her career in financial planning in 2008 as a Client Services Officer. Having completed a Diploma of Accounting, Claudia decided to further compliment her studies by completing a Diploma of Financial Planning. Over a decade now she continues to enjoy supporting financial planners with the provision of advice for individuals, small business and self-managed super fund clients. Building a relationship with the clients and assisting them with their financial needs has been a very rewarding experience for her.
Claudia has come to the Shield Wealth team with a solid background in financial planning, having gained experience in different firms in Sydney. She moved to Canberra over 2 years ago and is the mother of 3 tiny little people. Work-life balance has been wonderful here in Canberra.