Financial Adviser · GOULBURN, NSW

Nathan Turner

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004776

Nathan Turner is a financial adviser based in Goulburn, New South Wales, with 13 years of experience in the financial services industry. Nathan is currently authorised under First Mutual Australia Pty Ltd. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Ltd. Nathan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012
Advanced Diploma of Financial Planning
Mentor Education
2012
Diploma of Financial Planning
Mentor Education
2012
Margin Lending and Geared Investments
Mentor Education
2012
Self Managed Superannuation Funds
Mentor Education
2017
Graduate Diploma of Financial Planning
Kaplan Professional Education
2023
Master of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Feb 2025 - Present Current
WEALTH TRAIL PTY LTD
Oct 2020 - Jan 2025 Ceased
Sep 2013 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register