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:

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