Financial Adviser · MELBOURNE, VIC

Nathan James Little

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000449854

Nathan James Little is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry. Nathan is currently authorised under Morgans Financial Limited. 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 (FPA) from Financial Planning Association.

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
Certified Financial Planner (FPA)
Financial Planning Association
2002
Diploma of Financial Planning
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
Ethics and Professional Relationships
Ethics - QUT
2024
Graduate Diploma of Financial Planning
Deakin University

Registration History

Dec 2013 - Present Current

Source: ASIC Financial Advisers Register