Financial Adviser
· MELBOURNE, VIC
Nathan James Cesario
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268489
Nathan James Cesario is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Nathan is currently authorised under Investor 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 (CFP) from FAAA. Nathan is a member of CPA Australia (CPA) and 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
2014
Bachelor of Commerce, Accounting, Finance and Financial Planning
Deakin University
2020
Accrediated Aged Care Professional
Aged Cared Steps
2020
Certified Practicing Accountant (CPA)
CPA Australia
2022
Certified Financial Planner (CFP)
FAAA
2022
Master of Financial Planning
Deakin University