Financial Adviser · MANNINGHAM, SA

Tamara Skybyneckyj Klose

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249796

Tamara Skybyneckyj Klose is a financial adviser based in Manningham, South Australia, with 27 years of experience in the financial services industry. Tamara is currently authorised under Ri Advice Group Pty Ltd. Tamara 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 of Australia. Tamara is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: class of product only.

Authorised to provide tax financial advice services

Qualifications and Training

2003

DFP 8

- Financial Planning Association of Australia

2005

PS146 Diploma Skills Assessment

Tribeca

2006

SMSF Specialist Advisor

SMSFA

2007

Certified Financial Planner

Financial Planning Association of Australia

2021

Graduate Diploma of Financial Planning

Kaplan

Registration History

Ri Advice Group Pty Ltd

Sep 2005 - Present Current

Securities: class of product only.

MONITOR MONEY CORPORATION PTY. LTD.

Jul 2005 - Aug 2005 Ceased

Charter Financial Planning Limited

Jan 2004 - Jul 2005 Ceased

Source: ASIC Financial Advisers Register