David Klein – Financial Adviser

Adviser identifying number: 1251720
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: VIRIDIAN ADVISORY PTY LTD
Licence number: 476223
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DK FINANCIAL PARTNERS PTY. LTD.
Authorised Representative identifying number: 1251710
Authorised Representative’s ABN: 42617073355

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:

• ADA1 – Kaplan
• Dip FP – Kaplan
• Estate Planning – Tribeca
• Margin Lending & Geared Investments – Kaplan
• SMSF – Tribeca

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

David Klein is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility