Financial Adviser
· LAUNCESTON, TAS
Nathan Foss
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000949
Nathan Foss is a financial adviser based in Launceston, Tasmania, with 28 years of experience in the financial services industry. Nathan is currently authorised under Fortnum Advice 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 (CFP®) from Financial Planning Association of Australia (FPA). 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Tasmania
2000
Diploma of Financial Planning
FPA
2003
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2006
Certified Financial Planner (CFP)
Financial Advice Association Australia
2019
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2019
SMSF
Kaplan