Financial Adviser · MOUNT DUNEED, VIC

Patrick James Klemke

MOUNT DUNEED, VIC
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000315762
Currently at
Mount Duneed, VIC (firm address)

About Patrick James Klemke

Patrick James Klemke is a financial adviser based in Mount Duneed, Victoria, with 19 years of experience in the financial services industry since 2007. Patrick is currently authorised under Financial Adviser Network. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Commerce from Deakin University. Patrick is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1998
Bachelor of Commerce
Deakin University
2003
CPA
CPA Australia
2009
ASX Securities
Kaplan
2011
Self Managed Super Fund Course
Kaplan

Registration History

Apr 2020 - Present Current
Jul 2011 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register