Financial Adviser
· TOOWOOMBA, QLD
Kim Leann Klein
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000229082
Kim Leann Klein is a financial adviser based in Toowoomba, Queensland, with 23 years of experience in the financial services industry. Kim is currently authorised under Commoncents Advice Group Pty Ltd. Kim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Kim 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Advance Diploma of Financial Planning
FPA - Deakin University
2010
Certified Financial Planner
Financial Planning Association
2011
Cert IV Finance/Mortgage Broking
Kaplan
2013
SMSF Specialist
SMSF Training
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
MY ADVISER PTY LTD
Source: ASIC Financial Advisers Register