Meet Clae, a highly experienced and licensed financial adviser with over 20 years of experience in the industry. He started his career in finance in 1993 and made the move into financial planning in 1999. Clae's passion for helping his clients achieve their financial goals led him to become a licensed Financial Adviser in 2003.

In 2017, Clae founded CKM Advisers with a mission to help his clients achieve their financial goals. He takes pride in his personal approach to clients and provides the care and guidance needed to help them succeed.  He believes in taking a holistic approach to financial planning and strives to help his clients make informed decisions that align with their goals.

Clae's main focus is providing assistance in Wealth Creation, Investments, Superannuation, Retirement Living, SMSF, Trusts, Business, and Personal Insurance with a focus on tax-effective investment advice. He holds a Bachelor of Science in Mathematics, an Advanced Diploma of Financial Services (Financial Planning), and a Post Graduate Diploma in Financial Planning. Clae is also FASEA certified and a Justice of the Peace.

When Clae isn't busy helping his clients achieve their financial goals, he loves to unwind by playing golf and watching different sports. He also loves to travel and spend quality time with his family.

As an Authorised Representative of Matrix Planning Solutions Limited, you can trust Clae to provide expert financial advice tailored to your individual needs. Contact him today to start your journey towards financial freedom.

A link to Clae’s Financial Services Guide Adviser Profile is here.