Kim Leann Klein – Financial Adviser

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

Name of the licence holder: MYPLANNER AUSTRALIA PTY LTD
Licence number: 345905
Licensee’s ABN: 28140520225
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER AUSTRALIA PTY LTD
Authorised Representative identifying number: 345905
Authorised Representative’s ABN: 28140520225

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:

• 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:

• 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