Financial Adviser
· WOLLONGONG, NSW
Nathan Jay Purnell
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267920
Nathan Jay Purnell is a financial adviser based in Wollongong, New South Wales, with 9 years of experience in the financial services industry. Nathan is currently authorised under Symes Warne & Associates 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 Certified Financial Planner from FAAA. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Media and Communication Studies (Marketing)
University of Wollongong
2017
Master of Professional Accounting
University of Wollongong
2018
Diploma of Financial Planning
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2024
Certified Financial Planner
FAAA