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- Financial Advisers Australia (FAA)
- Tracey Kloner
Tracey Kloner
- Name
- Tracey Kloner
- ID
- 358436
- ABN
- –
- First Provided Advice
- 2011
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1997 - Honours Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa
- 2002 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State
- 2005 - Master of Business Administration - Masters Degree (AQF 9) - Heriot-Watt University
- 2009 - Advice in Derivatives and Securities Skill Set - Other - AAMC Training Group
- 2009 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Planning Institute of Southern Africa (FPI)
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 133 593 012 Pty Ltd (#331367)
- Commenced
- Aug. 1, 2012
- Ceased
- July 31, 2020
- Status
- Ceased
- Licence Holder
- Affinia Financial Advisers Limited (#237857)
- Commenced
- July 31, 2020
- Ceased
- Feb. 8, 2024
- Status
- Current
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- Feb. 9, 2024
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
- A.c.n. 133 593 012 Pty Ltd (#331367)
- Commenced
- June 15, 2011
- Ceased
- Sept. 16, 2011
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- Oct. 24, 2011
- Ceased
- July 31, 2012
- Status
- Ceased
- Licence Holder
- Hbf Insurance Pty Ltd (#229190)
- Commenced
- May 17, 2010
- Ceased
- June 21, 2010