TRACEY KLONER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Honours Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa
2002 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State
2005 - Master of Business Administration - Masters Degree (AQF 9) - Heriot-Watt University
2009 - Advice in Derivatives and Securities Skill Set - Other - AAMC Training Group
2009 - Advice in Superannuation and Managed Investments Skill Set - Other - AAMC Training Group
2009 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group
🏢 Professional Memberships
Financial Planning Institute of Southern Africa (FPI)
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.