ANTHONY LIEGH KLATT
Financial Adviser · Fullarton, SA
📚 Qualifications & Training
1997 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
1997 - Graduate Diploma in Management - Graduate Diploma (AQF 8) - University of South Australia
1999 - 8 Unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2012 - Master of Business Administration - Masters Degree (AQF 9) - University of South Australia
2022 - Accredited Aged Care Professional - Other - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.