Financial Adviser
· BRISBANE CITY, QLD
Nathan Mark Pholi
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001232838
Nathan Mark Pholi is a financial adviser based in Brisbane City, Queensland, with 14 years of experience in the financial services industry. Nathan is currently authorised under United Super Pty Ltd. Nathan holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from University of the Sunshine Coast (USC).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Restrictions: Intra Fund Advice
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business (Management)
University of the Sunshine Coast (USC)
2009
Master of Business Administration
University of the Sunshine Coast (USC)
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Intra Fund Advice
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register