Claudia Flores

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

Leave a Reply

Your email address will not be published. Required fields are marked *

three × 3 =

*