Financial Adviser · DOCKLANDS, VIC

Justin John Klimas

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270992

Justin John Klimas is a financial adviser based in Docklands, Victoria, with 8 years of experience in the financial services industry. Justin is currently authorised under Actuate Alliance Services Pty Ltd. Justin 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 Bachelor of Business (Economics and Finance) from Royal Melbourne Institute of Technology (RMIT University). Justin is a member of Financial Advice Association Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Business (Economics and Finance)
Royal Melbourne Institute of Technology (RMIT University)
2012
Diploma of Financial Planning FNS50611
Monarch Institute
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Feb 2023 - Present Current
Not authorised to provide SMSF advice.
Dec 2018 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register