Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST PERTH, WA

Nathan Torre

10 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001241087

Nathan Torre is a financial adviser based in West Perth, Western Australia, with 10 years of experience in the financial services industry. Nathan is currently authorised under Charter Financial Planning 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 Bachelor of Commerce (Finance & Economics) from Curtin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Commerce (Finance & Economics)
Curtin University
2009
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2011
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2016
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Apr 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register