Financial Adviser
· SYDNEY, NSW
Donna May Klajman
No disciplinary history on record with ASIC
SYDNEY,
NSW
Tax advice
authorised
authorised
ASIC Registered · ADV 001318403
About Donna May Klajman
Donna May Klajman is a financial adviser based in Sydney, New South Wales. Donna is currently authorised under River X Financial Services. Donna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donna's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Donna is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2001
Advanced Diploma of Accounting
TAFE NSW
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia (FPA)
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register