Data sourced from ASIC Financial Advisers Register
Financial Adviser · WAYVILLE, SA

Nathan Pech

24 Years experience
Tax advice
authorised
Currently at
Kaizen Wealth Pty Ltd
Wayville, SA
View firm profile
ASIC Registered · ADV 000239466

Nathan Pech is a financial adviser based in Wayville, South Australia, with 24 years of experience in the financial services industry. Nathan is currently authorised under Kaizen Wealth 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 Financial Planning Association of Australia. Nathan is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA), SMSF Association and SSA - SMSF Specialist Accreditation (SPAA).

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

2002
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2004
Bachelor Of Arts (Economics)
Flinders University of South Australia
2006
Certified Financial Planner
Financial Planning Association of Australia
2014
Cavendish & ICFS Specialist SMSF
Cavendish
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Kaizen Wealth Pty Ltd
Dec 2015 - Present Current
GENESYS WEALTH ADVISERS PTY LIMITED
Jun 2007 - Dec 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register