Nathan Frank Treloar
Financial Adviser in Australind, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423940
- Location
- Australind WA 6233
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 2 November 2023
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); DFP5v3 Tax for Financial Advising, Kaplan Professional (2018); TASACLv1 Commercial Law, Kaplan Professional (2018); Advanced Diploma of Financial Planning, Mentor Education (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Nathan Frank Treloar
Nathan Frank Treloar is a financial adviser in Australind, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000423940.
The licensee Nathan advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 2 November 2023.
According to the register, Nathan first provided financial advice in 2012. The qualifications listed for Nathan include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), DFP5v3 Tax for Financial Advising (Kaplan Professional, 2018) and TASACLv1 Commercial Law (Kaplan Professional, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Nathan Frank Treloar a registered financial adviser?
Yes. Nathan Frank Treloar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423940.
Which licensee does Nathan Frank Treloar work under?
Count Financial Limited, Australian financial services licence 227232.
What can Nathan Frank Treloar give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.