Clarissa Helen Tai
FOCUS PARTNERS AUSTRALIA WEALTH PTY LTD · Sydney NSW 2000 · Advising since 2024
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001311311
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FOCUS PARTNERS WEALTH PTY LTD · AFSL 234525Through authorised representative FOCUS PARTNERS AUSTRALIA WEALTH PTY LTD (no. 000273989)Since 24 June 2026
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2024
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2026 – presentFOCUS PARTNERS WEALTH PTY LTD · AFSL 234525Through authorised representative FOCUS PARTNERS AUSTRALIA WEALTH PTY LTD (no. 000273989)
- CEASEDSep 2024 – Jun 2026ESCALA WEALTH MANAGEMENT PTY LTD · AFSL 456207Through authorised representative ESCALA PARTNERS PTY LTD (no. 000439722)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Master of Financial Planning
Kaplan Higher Education Pty Limited · 2024 · Masters Degree (AQF 9)
SMSF Specialist Advisor Program
SMSF Association Ltd · 2017 · Professional Designations
Certified Financial Planner
Financial Advice Association of Australia Limited · 2009 · Professional Designations
Graduate Diploma in Financial Planning
Securities Institute of Australia · 2005 · Graduate Diploma (AQF 8)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Clarissa Helen Tai claims the profile.
Reviews
Not yet reviewed
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Contacting Clarissa Helen Tai
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FOCUS PARTNERS AUSTRALIA WEALTH PTY LTD
Authorised by FOCUS PARTNERS WEALTH PTY LTD · AFSL 234525
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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