Financial Adviser
· ADELAIDE, SA
Anthony Liegh Klatt
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000275759
Anthony Liegh Klatt is a financial adviser based in Adelaide, South Australia, with 26 years of experience in the financial services industry. Anthony is currently authorised under Count Financial Limited. Anthony 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 (CFP) from Financial Planning Association of Australia (FPA). Anthony 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
1997
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
1997
Graduate Diploma in Management
University of South Australia
1999
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Higher Education
2012
Master of Business Administration
University of South Australia
2022
Accredited Aged Care Professional
Aged Care Steps
Registration History
DULWICH GROUP SERVICES PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register