Financial Adviser · SYDNEY, NSW

Nathan Duff

11 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000471882

Nathan Duff is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Nathan is currently authorised under Matrix Planning Solutions Limited. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan holds a FNS60404 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2012

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

Registration History

Matrix Planning Solutions Limited

Oct 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Dec 2017 - Oct 2022 Ceased

Excludes SMSF

A.C.N. 133 593 012 PTY LTD

Jan 2015 - Sep 2017 Ceased

Excludes SMSF

Findex Advice Services Pty Ltd

Dec 2010 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register