Financial Adviser
· SYDNEY, NSW
Nathan Michael Perks
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001265829
Nathan Michael Perks is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Nathan is currently authorised under Macquarie Equities Limited. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Arts with Bachelor of Commerce from Macquarie University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2015
Bachelor of Arts with Bachelor of Commerce
Macquarie University
2017
FNS50615 Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
DFPv4 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Margin Lending Specialist
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register