Michael James Klem – Financial Adviser
Adviser identifying number: 1242559
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Licence number: 229238
Licensee’s ABN: 96006574572
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SINCLAIR WILSON INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 229238
Authorised Representative’s ABN: 96006574572
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:
- Bachelor of Commerce – Deakin
- CA – CA
- RG146 – Kaplan
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Michael James Klem is authorised to provide advices on following products:
- Superannuation