Alan Klein Financial Planner Report

Name:
Alan Harold Klein

Rep Number:
000249778

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2017-02-25 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Neargold Pty. Limited

Licence Number:
000275078

May advise on following product areas:
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
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (FinancialPlanning) FNS 60404
AAMC Training Group
Certificate IV Finance and Mortgage Broking FNS40811
FPA
Certified Financial Planner 4
International Institute of Technology
RG146 Tier 1 Specialist Margin Lending Course
Mentor Education
Self Managed Superannuation Funds

Memberships
NSW Buisness Chamber