Donna Klajman
Financial Adviser
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About
Donna Klajman is an ASIC-registered financial adviser dedicated to helping individuals and families in Gorford, NSW, achieve their financial goals. With a strong foundation built upon an Advanced Diploma of Accounting from TAFE NSW (2001), a Diploma of Financial Services (Financial Planning) from the FPA (2005) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2024), Donna possesses a comprehensive understanding of the financial landscape. As a member of the Financial Advice Association of Australia (FAAA), Donna adheres to the highest ethical and professional standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management and retirement planning. Donna provides expert guidance in the following key areas: • Superannuation advice to help you grow your retirement nest egg. • Insurance solutions to protect you and your family from unforeseen circumstances. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment Life Insurance. • Life Risk Insurance. • Securities. • Retirement Savings Accounts. • Government Debt Securities. Ready to take control of your financial future? Contact Donna today for a consultation.
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Frequently Asked Questions
What types of financial advice does Donna Klajman offer?
Donna Klajman provides advice on superannuation, insurance, wealth management, and retirement planning, ensuring comprehensive support for your financial journey.
What qualifications does Donna Klajman hold?
Donna holds an Advanced Diploma of Accounting, a Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning, demonstrating a commitment to ongoing professional development.
What can I expect during my first meeting with Donna?
During your initial consultation, Donna will take the time to understand your current financial situation, your goals, and your risk tolerance. This information will form the basis of a tailored financial plan designed to help you achieve your objectives.
How does Donna Klajman stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA) and through ongoing professional development, Donna remains current with the latest industry trends, regulations, and best practices.
What is the process for becoming a client of Donna Klajman?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and needs. Donna will then develop a personalized financial plan that aligns with your objectives. If you're happy with the plan, you can then proceed to implement the recommended strategies with Donna's ongoing support.
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