Financial Adviser
· MELBOURNE, VIC
Nathan Haslem
No disciplinary history on record with ASIC
MELBOURNE,
VIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005150
About Nathan Haslem
Nathan Haslem is a financial adviser based in Melbourne, Victoria, with 34 years of experience in the financial services industry since 1992. Nathan is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan's qualifications include a Bachelor of Commerce from La Trobe University. Nathan is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce
La Trobe University
2012
Graduate Diploma in Applied Finance and Investment
Kaplan Higher Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
LACHLAN WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register