Claire Allen

Client Service Manager
Claire plays a vital role as Client Service Officer, supporting both clients and the advisory team to ensure a seamless experience at every stage of the financial planning journey.
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Working closely with advisers, she manages the administrative and operational details that allow the team to deliver timely, accurate, and personalised service.

Claire has been part of DP Wealth Advisory since May 2016 and brings nearly a decade of experience in financial services. Her background in client administration has given her a strong appreciation for attention to detail, clear communication, and proactive support.

What Claire enjoys most is knowing that her work makes a meaningful difference. Whether processing important paperwork or liaising with providers, she takes pride in keeping everything running smoothly so clients feel informed and well cared for.

Outside of work, Claire is an avid reader, a passionate home cook, and a keen runner – but most of all, she enjoys spending time with her family.

Claire is proud to contribute to DP Wealth Advisory’s supportive, community-focused culture. Her reliability, care, and consistency help foster the trust that underpins every client relationship.