Financial Adviser · LISAROW, NSW

Nathan Bapty

LISAROW, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270436
Currently at
Sydney, NSW (firm address)

About Nathan Bapty

Nathan Bapty is a financial adviser based in Lisarow, New South Wales, with 8 years of experience in the financial services industry since 2018. Nathan is currently authorised under Lfc Group. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan's qualifications include a Bachelor of Commerce (Accounting & Finance) from University of Newcastle.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Commerce (Accounting & Finance)
University of Newcastle
2018
Self Managed Superannuation Funds
Financial Education Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Aug 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
May 2026 - Aug 2026 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Oct 2023 - Jan 2025 Ceased
Dec 2018 - Mar 2021 Ceased
Superannuation Limited to Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register