Valerie Klauke Financial Planner Report

Name:
Valerie Maria Klauke

Rep Number:
000402969

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-04-01 onwards

Location:
Deagon, , QLD, 0

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
Securities
Superannuation

Qualifications
Melbourne
Diploma of Financial Planning - Remit
Integratec
Statement of Attainment/Investment Planning 1
Integratec
Statement of Attainment/Risk Management/Superannuation & Retirement Plannng

Memberships
Financial Planning Association of Australia (FPA)