Kim Klein Financial Planner Report

Name:
Kim Leann Klein

Rep Number:
000229082

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-09-30 onwards

Licensee
Name:

Number:
000345905

ABN:
28 140 520 225

Appointed By
Name:
Myplanner Australia Pty Ltd

Licence Number:
000345905

ABN:
28 140 520 225

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Accredited Derivatives Adviser Level 1
Deakin University
Advance Diploma of Financial Planning - FPA
Kaplan
Cert IV Finance/Mortgage Broking
Financial Planning Association
Certified Financial Planner
SMSF Training
SMSF Specialist

Memberships
Finance Brokers Association of Australia
Financial Planning Association of Australia (FPA)