About Us

Claringbold Financial Services is a dynamic organisation offering tailored financial planning solutions and guidance on personal asset management. Our mission is to help our clients achieve their financial and lifestyle goals, a sustainable life balance, financial freedom, and good health and wellbeing.

With our unique approach to personalised planning structures, we offer an extensive range of professional services to help you achieve the financial freedom you’ve always dreamed of. Life happens – and we are here to help build a plan that can protect you when unexpected financial obligations arise.

No matter where you are on the path to retirement, we can work with you to build a strong financial plan that makes sense for you, while keeping opportunities for growth in mind for the future.

MEET THE TEAM

Rex Claringbold CFP

Rex Claringbold CFP®, Dip FP Director, Principal Financial Adviser
Financial Adviser number 244736 │ First provided advice in 1988

Qualifications

  • Diploma Financial Planning
  • SMSF Specialist Adviser
  • Certified Financial Planner

Memberships

  • Financial Planning Association
  • SMSF Association

Areas of Expertise

  • Preparing for your retirement
  • Cash flow planning
  • Tax planning and minimization
  • Aged care financial planning
  • Maximising your financial resources in retirement
  • Direct share investment
  • Building your superannuation
  • Self Managed Superannuation
  • Estate planning
  • Investment & portfolio management
  • Insurance & protection
  • Managing debt
  • Centrelink benefits
  • Household & personal budgeting
Narelle Allison

Narelle Allison, BBus (FinPlan) Director, Principal Financial Adviser
Financial Adviser number 401887 │ First provided advice in 2011

Qualifications

  • Bachelor of Business (Financial Planning)

Memberships

  • Financial Planning Association
  • SMSF Association

Areas of Expertise

  • Preparing for your retirement
  • Cash flow planning
  • Tax planning and minimization
  • Aged care financial planning
  • Maximising your financial resources in retirement
  • Direct share investment
  • Building your superannuation
  • Self Managed Superannuation
  • Estate planning
  • Investment & portfolio management
  • Insurance & protection
  • Managing debt
  • Centrelink benefits
  • Household & personal budgeting
Patrina Freshwater

Patrina Freshwater, Dip FP Senior Paraplanner, Client Services Manager
Financial Adviser number 1263662 │ First provided advice 2018

Qualifications

  • Diploma Financial Planning

Areas of Expertise

  • Preparing for your retirement
  • Cash flow planning
  • Tax planning and minimization
  • Aged care financial planning
  • Maximising your financial resources in retirement
  • Direct share investment
  • Building your superannuation
  • Estate planning
  • Insurance & protection
  • Investment & portfolio management
  • Managing debt
  • Centrelink benefits
  • Household & personal budgeting
Ian Cockle, BBus (Accounting)

Ian Cockle, BBus (Accounting) Certified Practicing Accountant
Financial Adviser number 1263663

Qualifications

  • Bachelor of Business (Accounting)
  • Financial Services Training (RG146)
  • Certified Practicing Accountant

Areas of Expertise

  • Self Managed Superannuation (limited accounting license)
Colin Butson, BBus (Accounting)

Colin Butson, BBus (Accounting) Certified Practicing Accountant
Financial Adviser number 1247818

Qualifications

  • Bachelor of Business (Accounting)
  • Foundations of Financial Planning
  • Accountants for SMSF Package

Memberships

  • Financial Planning Association

Areas of Expertise

  • Self Managed Superannuation (limited accounting license)
Debbie Claringbold

Debbie Claringbold Office Manager, Client Services Manager

Areas of Expertise

  • Office management
  • Preparation of advice documents
  • Application assistance
  • Administration support to clients
  • Support to financial advisers
Stephenie Bamford

Stephenie Bamford Marketing & Social Media Manager, Administration

Areas of Expertise

  • Application assistance
  • Support to financial advisers
  • Social Media management
  • Administration support to clients
  • Client events

Connect with us

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