Financial Adviser
· TORQUAY, VIC
Nathan Ritchie
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000345047
Nathan Ritchie is a financial adviser based in Torquay, Victoria, with 16 years of experience in the financial services industry. Nathan is currently authorised under Regional Wealth Services 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 from Financial Planning Association of Australia. Nathan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Commerce Finance & Financial Planning
Deakin University
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2016
SMSF Specialist Advisor
Self Managed Super Fund Association
2020
Certified Financial Planner
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional