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- Anthony Liegh Klatt
Anthony Liegh Klatt
- Name
- Anthony Liegh Klatt
- ID
- 275759
- ABN
- –
- First Provided Advice
- 2000
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1997 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
- 1997 - Graduate Diploma in Management - Graduate Diploma (AQF 8) - University of South Australia
- 1999 - 8 Unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
- 2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
- 2012 - Master of Business Administration - Masters Degree (AQF 9) - University of South Australia
- 2022 - Accredited Aged Care Professional - Other - Aged Care Steps
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Paragem Pty Limited (#297276)
- Commenced
- April 1, 2016
- Ceased
- April 30, 2025
- Status
- Current
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- May 1, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Dulwich Group Services Pty Ltd (#437133)
- Commenced
- June 1, 2013
- Ceased
- Feb. 28, 2017
- Status
- Ceased
- Licence Holder
- Securitor Financial Group Pty Limited (#240687)
- Commenced
- Sept. 17, 2004
- Ceased
- May 31, 2013