Financial Adviser
· RESERVOIR, VIC
Nathan Fradley
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000473667
Nathan Fradley is a financial adviser based in Reservoir, Victoria, with 15 years of experience in the financial services industry. Nathan is currently authorised under Planningsolo Licensing 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 Bachelor of Business (Economics/Finance) from Swinburne University of Technology. 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Economics/Finance)
Swinburne University of Technology
2011
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning) FN60404
Kaplan
2018
FChFP
AFA/Kaplan
2019
FASEA Exam
FASEA Standards
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register