Jamie Anthony Klason
Financial Adviser in Narre Warren, Victoria, Australia
Review Jamie Anthony Klason
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000338320
- Location
- Narre Warren VIC 3805
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 25 June 2021
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jamie Anthony Klason
Jamie Anthony Klason is a financial adviser in Narre Warren, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000338320.
Jamie provides advice as an authorised representative of Oreana Financial Services Pty Ltd, which holds Australian financial services licence 482234. That authorisation dates from 25 June 2021.
The register records 2004 as the year Jamie first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2011) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2024). Jamie is recorded as a member of Financial Advice Association of Australia (FAAA).
Jamie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jamie Anthony Klason here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jamie Anthony Klason a registered financial adviser?
Yes. Jamie Anthony Klason is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338320.
Which licensee does Jamie Anthony Klason work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Jamie Anthony Klason give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives; foreign exchange contracts.