Financial Adviser · WAYVILLE, SA

Nathan Pech

WAYVILLE, SA

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239466

Currently at

Finsec Partners

Wayville, SA (firm address)

View firm profile

Nathan Pech is a financial adviser based in Wayville, South Australia, with 24 years of experience in the financial services industry since 2002. Nathan is currently authorised under Kaizen Wealth, operating through Finsec Partners. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Nathan is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA), SMSF Association and SSA - SMSF Specialist Accreditation (SPAA).

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

8 Unit Diploma of Financial Planning

Financial Planning Association of Australia Limited

2004

Bachelor Of Arts (Economics)

Flinders University of South Australia

2006

Certified Financial Planner

Financial Planning Association of Australia

2014

Cavendish & ICFS Specialist SMSF

Cavendish

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Kaizen Wealth Pty Ltd

Dec 2015 - Present Current

GENESYS WEALTH ADVISERS PTY LIMITED

Jun 2007 - Dec 2015 Ceased

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

Source: ASIC Financial Advisers Register