Kim Klein

Senior Financial Strategist - Financial Advisor at Wealth 4 Life Australia
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Contact Information
us****@****om
(386) 825-5501
Location
Toowoomba, Queensland, Australia, AU

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Credentials

  • Both Wealth 4 Life Australia and Kim Klein are Authorised Representatives of AVALON fs Pty Ltd AFSL No. 437518.
    AVALONFS
    Dec, 2019
    - Nov, 2024
  • Certified Financial Planner
    -

Experience

  • Wealth 4 Life Australia
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Strategist - Financial Advisor
      • 2011 - Present

      Helping clients clarify their goals and then determining appropriate strategies to achieve their goals. Helping clients get their financial house in order - cash flow management, insurance, investment, borrowing and superannuation. Helping clients clarify their goals and then determining appropriate strategies to achieve their goals. Helping clients get their financial house in order - cash flow management, insurance, investment, borrowing and superannuation.

  • Morgans Financial Limited
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Financial Adviser
      • Nov 2004 - Mar 2011

      Financial Adviser Financial Adviser

  • University of Southern Queensland, Toowoomba
    • Events Coordinator
      • 1996 - 2001

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