Financial Adviser · VARSITY LAKES, QLD

Adrian Jnanadev Nathaniel

13 Years experience

Tax advice
authorised

Currently at

Trend Investor Services Proprietary Limited

Ascot, QLD

View firm profile

ASIC Registered · ADV 000457780

Adrian Jnanadev Nathaniel is a financial adviser based in Varsity Lakes, Queensland, with 13 years of experience in the financial services industry. Adrian is currently authorised under Trend Investor Services Proprietary Limited. Adrian 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 Graduate Diploma of Financial Planning from Kaplan Professional. Adrian is a member of Ethical Advisers Co-operative (EAC) and Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Planning

Investment Banking Institute (IBI)

2014

Self Managed Superannuation Funds

Mentor Education

2016

Tier 1 Margin Lending

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Trend Investor Services Proprietary Limited

Nov 2024 - Present Current

RED PANDA FUTURE WEALTH PTY LTD

Dec 2023 - Nov 2024 Ceased

Nil

Superfast Am Pty Ltd

Aug 2022 - Jan 2024 Ceased

Nil restrictions.

Shartru Wealth Management Pty Ltd

Oct 2020 - Aug 2022 Ceased

Akumin Financial Planning Pty Limited

May 2014 - Oct 2020 Ceased

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