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®, Dip FP
SMSF Specialist AdvisorTM
Rex is a principal financial advisor and a director of Claringbold Financial Services.
Rex serves as both a principal financial advisor and director of Claringbold Financial Services, and is responsible for the oversight and management of the practice. He earned his Diploma of Financial Planning in 1996 and was granted his CERTIFIED FINANCIAL PLANNER status in June 1998 when he began his career as a financial planner. Over the years, he has continued to advance as a professional in the financial planning industry.
His primary role is to provide strategic guidance to our clients in support of achieving both their lifestyle and financial objectives. He ensures that superior client services and delivery standards are continually provided to the valued clients of Claringbold.
Narelle Allison BBus (FinPlan) Authorised Representative
Narelle serves as our authorised and experienced financial advisor. In 2003, she completed her Bachelors of Business in Financial Planning at RMIT, and today, her role focuses on providing customised strategic advice that includes tools to help our clients achieve their identified financial goals. She is also heavily involved in the research and construction of client investment portfolio’s and efficient workflow practices to ensure our services are effectively delivered to our clients.
Debbie Claringbold Administration Manager
Debbie serves as our administration manager and her role is to look after client administration and service needs, and help to deliver our client valuable proposition. Debbie coordinates much of the communication between our firm and outside organisations and insurance companies, and is a seasoned support member that keeps the team focused and organised with our general business operations.
PetrinaHaughey Dip FP Senior Paraplanner
Petrina’s role is to assist our financial planners with the creation of successful financial plans and reports for our valued clients. Petrina is also involved in the firm’s ongoing research and development of strategies to help our clients achieve their lifestyle and financial objectives. She provides high-caliber support to our financial advisers so they can focus on the design of client plans and portfolios.
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