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Claudine Agathe

Customer Support Officer

Claudine is a Support Officer within the Financial Planning team, helping in the administrative and implementation process. She has a Master’s in Business Administration and Finance.

Over the years, Claudine has worked extensively in the administrative processes of retail super and pension funds, margin lending facilities, off market transfers, managed funds and shares on superannuation /investment platforms. She’s been with MLC Limited as their Portfolio Administrator and Shaw and Partners Limited where she specialised in compliance checks on new account openings in terms of Equities /Options ensuring equities and option accounts are activated as per ASIC compliance standards.

Passionate about the possibilities and processes of wealth creation, Claudine reads extensively on the subject whenever possible. Her goal is to learn the processes and the compliance requirements and further down the track develop the right techniques for writing tailored Statements of Advice. Her long-term career aspirations in Financial Planning would be to develop and create solutions to reduce the complexity of the financial planning process and make financial advice more easily understood by everybody.

Claudine is also passionate about helping others in need. Back home in Mauritius, she wasalways attached to the church helping out disadvantaged people and was also a Girl Guide. Now in Melbourne, she’s volunteered for AMES helping new migrants to integrate to their new everyday life and their new environment in Australia. She also did a lot of community work whilst being a NAB employee a few years ago.

This brings her to Empower Wealth because of their drive to help people improve their financial situations. She’s also interested in their scientific and holistic approach to property investing which creates room for financial and retirement planning and probably more in the future. Claudine believes that Empower Wealth is doing the right thing trying to educate people in the wealth creation process and most important of all is that she feels honoured to work with great, smart and passionate people at Empower Wealth.

Outside work, she likes spending quality time with her two young teenage children, family and close friends. They practice badminton as a family to pass time and connect to other people in the community.

Michael and Claudine have been excellent and their knowledge and advice provided were fully at the interest of benefiting their clients. Without hesitation we trust their advice because straight away we knew they both cared in making us financially better and safer. We look forward to getting in touch back with Michael and Claudine for our next review and catch up!!

- David April 2019

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