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