Clarissa Swaney

Clarissa is our office beach lover and client engagement star.

Like most of our office, Clarissa has had a long and successful financial services career. She started with Suncorp (again, like most of our office!) back in 1996 and has been in our industry ever since.

In 2013, Clarissa left Suncorp to join the team at WealthCreate Financial Planners where she quickly became an integral part of the client review process. In 2021, Clarissa joined the Financial Planning Qld team as an integral part of our client onboarding and client reviews. It is Clarissa who ensures you receive the communications you require and that things get signed on time.

Whilst Clarissa is kept very busy at the office, she also has a very busy home life with her very active family. She is her son’s personal Uber (a volunteer role that most of us can relate to) with all his sporting interests. She is already grateful that her two daughters now have their licences!

Camping and the beach is Clarissa’s go-to when she needs to unwind.

Ask Clarissa about her favourite beaches when you’re next on the phone with her.

Clarissa Swaney

 

Financial Planning Qld PTY LTD (ACN 646 136 030), trading as Financial Planning Qld is a corporate authorised representative No. 1289377 of Insight Investment Services Pty Ltd, Australian Financial Services License No. 309996

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Privacy Policy | Terms of Use | Financial Services Guide

Financial Advisor Brisbane Office

Phone:
07 3162 1449

Brisbane Office:
87 Ipswich Road
Woolloongabba QLD 4102

8 min from Brisbane CBD – free parking