Our Team

Daniel Baschera, Managing Director, The Financial Clinic (Vic.) Pty Ltd

The Financial Clinic was established in 1985, and Daniel commenced in the business in 1980.  He holds a Diploma of Financial Services (Financial Planning), and is a member of the Association of Financial Advisers (AFA).

In July 2012 Daniel switched dealer groups to ClearView, enabling greater flexibility and access to keen, energetic and functional licensees.

He enjoys working with his clients, guiding and assisting them with their needs of both an Investment and Insurance nature.

Daniel is married and has one child.  He enjoys motor racing and surfing, and is a keen snow skier.

Marilyn Proud, Administration Manager

Marilyn is responsible for the management and organisation of our client database. She handles general client, Risk Insurers and fund manager enquiries as well as performing clerical and reception duties.

Her role within the Financial Clinic is critical to the overall efficiency of the business.

Antonella Baschera, Practice Manager

Antonella manages the financial affairs of the practice.

She is involved in administration, human resources and the day to day accounting matters.

This website is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a product. A copy of the relevant PDS can be obtained from The Financial Clinic. The Financial Clinic (Vic) Pty Ltd is a Corporate Authorised Representative (274610) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFSL No. 331367. Registered address Level 12, 20 Bond Street Sydney NSW 2000.

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