Financial Adviser · TOOWOOMBA, QLD

Kim Leann Klein

TOOWOOMBA, QLD
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000229082
Currently at
Toowoomba, QLD (firm address)

Kim Leann Klein is a financial adviser based in Toowoomba, Queensland, with 23 years of experience in the financial services industry since 2003. Kim is currently authorised under Commoncents Advice Group, operating through Commoncents Financial Planning. Kim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kim's 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

Oct 2022 - Present Current
Jan 2019 - Oct 2022 Ceased
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Jun 2018 - Jan 2019 Ceased
A.C.N. 140 520 225 PTY LTD
Sep 2014 - Jun 2018 Ceased
MY ADVISER PTY LTD
Apr 2011 - Sep 2014 Ceased
Nov 2004 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register