Clinton Pentland - Financial Adviser

Clinton is a Certified Financial Planner (CFP(R)) and Risk Insurance Specialist (LRS). He has over 9 years experience in Financial Services and has a passion for helping clients identify their financial goals and developing appropriate strategies to ensure they have the best chance of achieving these goals. Clinton is a CFP member of the Financial Planning Association, Skal International and the Scotch Oakburn College Old Collegians Committee.

Some of the areas Clinton can assist you with include:

- Direct Investment, Shares & Managed Funds;

- Portfolio Construction & Investment Analysis; 

- Insurances (trauma, TPD, term, income protection); 

- Gearing Strategies; 

- Retirement Planning; 

- Salary Packaging; 

- Superannuation Advice;

- Tax Effective Strategies;

- Wealth Creation & Asset Protection and

- Estate Planning; 

- Family Trusts 

On a personal note, Clinton is an Ironman Triathlete and has a goal to one day compete in the Hawaii Ironman Triathlon. He likes all sports, camping, hiking (walked the famous Inca Trail in Peru, 2010) and enjoys spending time with his friends and family.