Tracey Kloner
COUNT FINANCIAL LIMITED · Sydney NSW 2000 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000358436
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- COUNT FINANCIAL LIMITED · AFSL 227232Since 9 February 2024
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Planning Institute of Southern Africa (FPI)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2024 – presentCOUNT FINANCIAL LIMITED · AFSL 227232
- CEASEDJul 2020 – Feb 2024AFFINIA FINANCIAL ADVISERS PTY LTD · AFSL 237857
- CEASEDAug 2012 – Jul 2020A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDOct 2011 – Jul 2012FINANCIAL WISDOM LIMITED · AFSL 231138
- CEASEDJun 2011 – Sep 2011A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDMay 2010 – Jun 2010HBF INSURANCE PTY LTD · AFSL 229190
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Advice in Derivatives and Securities Skill Set
AAMC Training Group · 2009 · Other
Advice in Superannuation and Managed Investments Skill Set
AAMC Training Group · 2009 · Other
Diploma in Financial Services (Financial Planning)
AAMC Training Group · 2009 · Diploma (AQF 5)
Master of Business Administration
Heriot-Watt University · 2005 · Masters Degree (AQF 9)
Postgraduate Diploma in Financial Planning
University of the Free State · 2002 · Graduate Diploma (AQF 8)
Honours Bachelor of Commerce
University of South Africa · 1997 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Tracey Kloner claims the profile.
Reviews
Not yet reviewed
No client has reviewed Tracey Kloner on Souffle yet.
Contacting Tracey Kloner
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
COUNT FINANCIAL LIMITED · AFSL 227232
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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