HomeFinancial AdvisersKim Leann Klein – Financial Adviser

Kim Leann Klein – Financial Adviser

Adviser identifying number: 229082
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MY ADVISER PTY LTD
Licence number: 238307
Licensee’s ABN: 80065370354
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2011
The date the Financial Adviser ceased the appointment: 30/09/2014
Name of the Authorised Representative: KIM LEANN KLEIN
Authorised Representative identifying number: 000229082
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

Kim Leann Klein is authorised to provide advices on following products:

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