DAVID KLEIN

Financial Adviser · Melbourne, VIC

Registered

DAVID KLEIN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2006, based in Melbourne, Victoria. They are authorised to provide advice under VIRIDIAN ADVISORY PTY LTD (AFSL licence #000476223). Registered qualifications on file include 2006 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - PS146 Training Australia, 2006 - Self Managed Superannuation Funds - Other - Tribeca, 2010 - Margin Lending & Geared Investments - - Kaplan. Professional memberships listed: Financial Advice Association of Australia (FAAA).

Registration Number

001251720

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2006

Registration Date

01/10/2019

Financial Services Licensee

VIRIDIAN ADVISORY PTY LTD

Licence #000476223

📚 Qualifications & Training

2006 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - PS146 Training Australia

2006 - Self Managed Superannuation Funds - Other - Tribeca

2010 - Margin Lending & Geared Investments - - Kaplan

2012 - Accredited Derivatives Adviser Level 1 - - Kaplan

2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.