ABOUT OUR SERVICES

WHAT WE CAN DO FOR YOU

“Find why so many Australians are securing their future with Clear Financial Planning”

Find out why

Life & Income protection

We are life insurance specialists and can assist with all aspects of providing for your love ones. We guide you through the range of policies on offer to find your ideal match.If you are unable

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ESTATE PLANNING

Creating a Will and keeping it up to date is not the sole focus of your estate planning. It is an important part but you also need to consider what will happen if you become legally

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SUPERANNUATION

Are all your superannuation accounts in one single account? Having too many super funds can cost you thousands of dollars in extra fees paid over the life of your Super.

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YOUR TEAM

HERE TO GIVE YOU ONLY THE BEST

Steve Jones

Steve Jones is an experienced Financial Planner whose purpose is to help self-employed people, small business owners and everyday Australians achieve their financial goals. He has spent the last decade educating and assisting individuals, families and business owners on strategies that create financial abundance over time and how they can minimise their risks along the way.

His passion for this industry is driven by his past experiences with families in financial hardship and also the work he has done with homeless and marginalised youth. He maintains that if you teach individuals sound foundational financial planning principles and provide them with solid support then financial freedom is available for everyone.

Steve has completed a Bachelor of Social Science and has ASIC’s Legislative requirements to provide advice on insurance broking, risk management, managed Investments, superannuation & retirement planning, including self – managed superannuation and Investment & taxation planning. He is further studying his Masters in financial planning at Griffith University.

Steve’s objective is to provide cost effective financial planning solutions that will ensure his clients have the financial freedom to comfortably retire in style.

Janet Jones

Janet Eklom-Jones has educated herself in the financial services industry to best support the previous roles she has been involved in Business/Client Support, Paraplanning and Financial Planning for small to large boutique financial services organisations.

In 2011, Janet took up the role of Client Manager with the main areas of responsibility being Business Management, Client Liaison, Investment/Strategy Research, and Compliance. Her qualifications include Graduate Certificate in Applied Finance, Diploma of Financial Services and Commissioner for Declarations.

Rocky Johnston

Rocky has a passion for economics and financial planning. He strives to help educate people learn how to grow and preserve their own finances. As an enthusiastic Financial Planner at Clear Financial Planning, he aims to enlighten as many people as he can to become financially independent and live a stress free life.

Rocky Johnston is also Clear Financial Planning’s chief Paraplanner and works with Janet in administration. Rocky is continuing his study in the Financial Planning field, as he completes his final subjects in a bachelor of Commerce: Financial Planning and Economics. Previously, he worked as a Financial Service Officer in a large organisation, as one of the key administrative staff members.

Steve-Jones

Steve Jones

Head of Advice

Steve Jones is an experienced Financial Planner whose purpose is to help self-employed people, small business owners and everyday Australians achieve their financial goals.

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Mark-Rothnie

MARK ROTHNIE

Head of Operations & Client Services

Mark founded Rothnie Financial Security in 2005 and merged this business with Clear Financial Planning to create ClearFP in July, 2019 with the view of being able to increase the range of services to the two business’s clients.
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Rocky-Johnston

Rocky Johnston

Senior Advisor

Rocky has a strong passion for the world of economics and finance; in particular, he aspires to help educate people to learn how they can grow and preserve their own finances.

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Brendan Jones

Senior Risk Advisor

Brendan started with ClearFP in February having previously worked in the industry for several years as a risk focused paraplanner. Brendan works alongside Mark specialising in the risk arm of the business.

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“What our clients say about us”

I used to think about income protect insurance with about as much excitement as going to the dentist.  I would whinge about the cost of the premiums and felt sceptical and anxious about whether they would even pay out if I needed to claim.  It’s an expense that I used to look at every year and wish I didn’t have to pay it!

I was first introduced to Mark at a conference in 2015, and we discussed insurance.  He offered to have a look at my existing policies with no obligation to ensure my cover was appropriate.  Being the sceptical person I am, I felt like this was just a way to get me and then sell me something, however after looking over my existing policies, I was impressed by his honest advice, which was that the policies I had in place were exactly what I needed and that he wouldn’t change anything.  He didn’t even try to convince me to let him manage the policies! It was as he said, an obligation free review of my existing policies.  I was impressed by Mark to this point, and as I hadn’t heard from my existing advisor for some time, I decided to change my policies over to his management.  And might I say I’m glad I did!

Unfortunately, within a few months of changing over to Mark, I was involved in an accident overseas which ultimately required surgery upon my return home.  I got in contact with Mark shortly after the accident and he reassured me that everything was fine until I got home, and to try to just enjoy the rest of the trip.  When I got home a few weeks later, we had a chat on the phone about the details of what had happened, and then sent me through some forms.  Everything was already filled out and all I needed to do was sign it.  I could not believe how simple he had made the process for me.  As the policies in place were comprehensive, there were no issues at all with the claim, and everything was so smooth.  There ended up being some complications with the surgery and I was on claim for roughly 6 months, but in only dealing with Mark and not the insurance company directly, I never felt like I was being pushed off claim or anything like that.

About 2 years later, further complications with the same shoulder, to go along with a broken ankle meant that I needed further surgeries and needed to be on claim again.  The insurance company pushed back on a couple of points, but again, with Mark dealing with the insurance company, it wasn’t anything I had to deal with, and he quickly got it sorted out.

Having to deal with the medical issues that I’ve had over the last few years has been very difficult, but not having to worry financially about being off work during that time made a stressful time, considerably less stressful.  Mark used to have on his email signature the phrase “The difference between a good insurance policy and a bad one is the quality of Advice you receive!”  I don’t disagree with the statement, but I don’t think it’s comprehensive enough.  Getting the right advice is obviously important, but there’s so much more that Mark does that sets himself apart.

My attitude towards income protect insurance has changed so much.  I’ve been so grateful that I had it, and that I had someone like Mark to help me.  I will never be without it!  Mark really knows what he’s doing, and he does it very very well.  I could not have asked for any more than what I received from his initial advice through to his assistance with the claims.  I have already recommended him to several friends, and I would not hesitate to recommend Mark’s services to anyone!

Dr Jonathon Munro

Since working with Mark, I have been highly impressed with his integrity and professionalism. Mark distils the complexity of insurance and explains policy definitions so it is easy to understand. Mark has always recommended policies based on their merit and has recommended keeping pre-existing policies if they were best suited to us at that time. I look forward to working with Clear FP for many years to come.

Dr Raymond Chan

Mark has been excellent with advice to myself, friends and employees with all types of personal insurance relating to income protection, business expenses and partnership insurance. Mark has been extremely ethical and honest. He is there to help you meet your goals for insurance with up to date and relevant information. He has a special niche in helping dental and medical professionals and his knowledge in this area is second to none. I highly recommend contacting Clear FP for all your insurance needs.

Dr Nauv Kashyap

Mark has been managing my income protection for over eight years. Mark recommends policies based on their definitions and their implications to my profession. Mark monitors these changes in policy definitions vigilantly and recommends changing only when necessary. They are very approachable and I always enjoy catching up to discuss lighter topics. Would highly recommend Clear FP.

Dr Ramnish Verma

I have been using Mark services for my insurances for about 3 years now. Mark is always professional, punctual and acts in his client’s best interests. So much so that when initially changing over from a previous broker, he suggested that I keep some of my then current policies as they were better suited at the time. I can’t recommend Clear FP enough, They looks after not only myself, but many of my colleagues to an exceptionally high standard.

Dr Elwynn Heah