Financial Adviser
· OSBORNE PARK, WA
Nathan Bradley Greene
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000331919
Nathan Bradley Greene is a financial adviser based in Osborne Park, Western Australia, with 18 years of experience in the financial services industry. Nathan is currently authorised under Professional Investment 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 Bachelor of Business (Economics and Finance) from Edith Cowan University. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business (Economics and Finance)
Edith Cowan University
2008
Tier 1 Adviser Compliance Solution
FINSIA Education
2009
Investment Planning 1 and Risk Management Modules
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds Program
Kaplan Professional
2014
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education