Financial Adviser
· SYDNEY, NSW
Nathan Leake
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313424
Nathan Leake is a financial adviser based in Sydney, New South Wales, with 1 year of experience in the financial services industry. Nathan is currently authorised under Findex Advice Services 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 Bachelor of Commerce (Finance and Financial Planning) from The University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding LRBA
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce (Finance and Financial Planning)
The University of Wollongong
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Ethics and Professionalism in Financial Advice
Kaplan Professional
2025
SMSF Regulations and Taxation
Kaplan Professional