Aubrey Kleiman – Financial Adviser

Adviser identifying number: 239275
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1975

Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 01/10/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587

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:

Relevant qualifications and training:

  • Diploma of Financial Planning – Financial Planning Association of Australia (FPA)
  • Partial Advance Diploma ( taxation & estate planning) – RG 146 Training Australia

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Aubrey Kleiman is authorised to provide advices on following products:

  • Life Products / Life Risk Insurance Products