PATRICK JAMES KLEMKE
Financial Adviser · Belmont, VIC
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2003 - CPA - Professional Designations - CPA Australia
2009 - ASX Securities - - Kaplan
2011 - Self Managed Super Fund Course - - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.