Kim Klein
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Kim Klein is an ASIC-registered financial adviser based in Toowoomba, QLD, committed to providing comprehensive and personalized financial advice. With a career spanning over two decades, Kim holds an Advance Diploma of Financial Planning from Deakin University (2003), is a Certified Financial Planner with the Financial Planning Association (2010), and recently completed a Graduate Diploma of Financial Planning from Kaplan Professional (2023). Kim also holds a Cert IV in Finance/Mortgage Broking from Kaplan (2011) and is an SMSF Specialist accredited by SMSF Training (2013). As a member of the Financial Advice Association of Australia (FAAA), Kim adheres to the highest ethical and professional standards. Kim is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization enables Kim to create holistic financial strategies tailored to each client's unique needs and goals. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Kim today for a consultation and discover how personalized financial advice can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Kim Klein offer?
Kim Klein provides advice on superannuation, retirement planning, wealth management, insurance, and investments, offering comprehensive financial strategies tailored to your individual needs.
What qualifications does Kim Klein have?
Kim Klein holds an Advance Diploma of Financial Planning from Deakin University, a Certified Financial Planner designation, a Cert IV in Finance/Mortgage Broking, is an SMSF Specialist, and has a Graduate Diploma of Financial Planning from Kaplan Professional.
How does Kim Klein develop a financial plan?
Kim starts by understanding your current financial situation, goals, and risk tolerance. Based on this, Kim develops a tailored financial plan, regularly reviewing and adjusting it as your circumstances change.
What can I expect during my first meeting with Kim Klein?
During your first meeting, Kim will discuss your financial goals, gather information about your current financial situation, and explain the financial planning process. This initial consultation helps Kim understand your needs and determine how best to assist you.
How is Kim Klein compensated for financial advice?
Kim is transparent about fees and will discuss the compensation structure during your initial consultation. Fees may be based on an hourly rate, a percentage of assets managed, or a combination of both, depending on the services provided.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.