KIM LEANN KLEIN
Financial Adviser · South Toowoomba, QLD
📚 Qualifications & 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 - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 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.