Tamara Skybyneckyj Klose – Financial Adviser
Adviser identifying number: 249796
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 29/09/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RI ADVICE GROUP PTY LTD
Authorised Representative identifying number: 238429
Authorised Representative’s ABN: 23001774125
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:
- Certified Financial Planner – Financial Planning Association of Australia
- DFP 8 – Financial Plan Construction & Review – Financial Planning Association of Australia
- PS146 Diploma Skills Assessment – Tribeca
- SMSF Specialist Advisor – SMSFA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Tamara Skybyneckyj Klose is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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