Kim Leann Klein
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229082
- Location
- Toowoomba QLD 4350
- Licensee
- Commoncents Advice Group Pty Ltd (AFSL 524454)
- Authorised since
- 6 October 2022
- First provided advice
- 2003
- Qualifications
- Advance Diploma of Financial Planning, Deakin University (2003); Certified Financial Planner, Financial Planning Association (2010); Cert IV Finance/Mortgage Broking, Kaplan (2011); SMSF Specialist, SMSF Training (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kim Leann Klein
Kim Leann Klein is a financial adviser in Toowoomba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000229082.
Advice is given under the Australian financial services licence of Commoncents Advice Group Pty Ltd, licence number 524454. The current authorisation started on 6 October 2022.
According to the register, Kim first provided financial advice in 2003. Qualifications and training on file include Advance Diploma of Financial Planning (Deakin University, 2003), Certified Financial Planner (Financial Planning Association, 2010) and Cert IV Finance/Mortgage Broking (Kaplan, 2011). Kim is recorded as a member of Financial Advice Association of Australia (FAAA).
Kim is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kim Leann Klein a registered financial adviser?
Yes. Kim Leann Klein is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229082.
Which licensee does Kim Leann Klein work under?
Commoncents Advice Group Pty Ltd, Australian financial services licence 524454.
What can Kim Leann Klein 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.