Robert Klauke Financial Planner Report

Name:
Robert Klauke

Rep Number:
000234863

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Deagon, , QLD, 0

ABN:
41 474 514 021

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

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

Qualifications
Deakin University
Australian Certified Investment Planners Certificate (AIPA)
Financial Planning Association of Australia
Diploma of Financial Planning
Integratec
Policy Statement 146 Knowledge Assessment

Memberships
Financial Planning Association of Australia (FPA)