Since 1991 we have been providing advice to people throughout the Cassowary Coast and North QLD. The business founder, Peter Jordan, is passionate about the beautiful area he grew up in and has dedicated his career and business to providing trusted and relevant advice to people in the region.
Over the many years, our business has evolved, embracing the opportunities to improve our services offerings and the lives of our clients. Originally launched as a personal and general insurance advice business, the company that we welcome you to today has been built on the commitment to providing honest and trusted advice to our clients, and has developed into a full service financial advice, management and insurance business.
Throughout our history we have added expertise, new service offerings, and broader product options to lead this industry and to ensure that our clients have access to leading strategies and opportunities. We have a team experienced in assisting you with each of your financial service and insurance needs, from Superannuation to investments, business advice, personal insurance, and everything in between. Across our offices in Innisfail and Cairns we are able to provide advice and direction on your financial and insurance needs.
Financial and insurance protection planning is about helping you make decisions today that result in the best possible outcome for your future. Our commitment to your best outcome is deeply ingrained in our business. This dedication is the foundation of how we operate day-to-day in the service that we provide to our clients and is the driving force behind the pride we take in our education and knowledge. Senior Financial Strategist and founder, Peter Jordan, holds a Masters in Financial Planning and the highest form of designation for Financial Planners globally by achieving the qualification of Certified Financial Planning (CFP) through the Financial Planning Association of Australia. This level of education, experience and knowledge puts ClearWay Advice and Financial Management in the top level of financial services practices in the area.
Graham & Laurie Smith, Innisfail, August 2016: My wife & I have been clients of Peter & his Company for many years, and express our complete satisfaction with his excellent personal service and advice. His staff are friendly and courteous, and act on all matters promptly. We would recommend his services to anyone contemplating a Financial Advisor.
Colin & Bernice White, Aroona, July 2016: We have found the staff to be unfailingly pleasant, courteous and cooperative. We have always been questioned at length before any sort of financial plan was put in place. As a result a plan has been designed relative to our current situation and circumstances and with an eye to the future. In all our dealings we have found what is terribly complicated to us is, in fact, straight forward and relatively easy to implement. A significant bonus for us is that ClearWay now works directly with Centrelink to manage our affairs with them.
Financial and insurance decisions can be extremely complex and confusing, with many factors requiring time and careful consideration. We simplify and clarify the key issues you are facing and present the best solutions available to you.
Would you like more clarity in your financial and insurance decision making?
We pride ourselves on our knowledge and expertise and have complete confidence in the advice and support we provide to our clients. You can access this same confidence and peace of mind through engaging with us in our area of expertise.
Would you like more confidence in where your financial decisions are leading you?
Securing your financial future and insurance protection requires a number of considerations. We will ensure you have a strategy in place to take you forward to a better tomorrow and to guard you against the unexpected.
Would you like to have more security around your current and future financial and insurance situation?
We are best positioned to help you understand the risks and advantages of the various financial solutions available. Our commitment to you is to help clarify these opportunities and make the most of them at the right time for you.
Would you like to know the opportunities available to maximise your current situation?
Peter Jordan, Senior Strategist at ClearWay Advice and Financial Management is a Certified Financial Planner with the Financial Planning Association of Australia and holds a Masters in Financial Planning. Authorised Representative (ASIC No. 244948).
Shannon Siebel, General Manager for Insurance | Dip FS (IB) | NIBA College (QPIB) | is an Authorised Representative (ASIC No. 345378) of NAS Insurance Brokers. ABN 60 096 916 184 AFSL No.233750.