Nathan Mark Pholi
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001232838
- Location
- Brisbane City QLD 4000
- Licensee
- United Super Pty Ltd (AFSL 233792)
- Authorised since
- 8 November 2023
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Management), University of the Sunshine Coast (USC) (2008); Master of Business Administration, University of the Sunshine Coast (USC) (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Advice areas
- superannuation, life risk insurance, life investment products
- Restriction
- Intra Fund Advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Nathan Mark Pholi
Nathan Mark Pholi is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001232838.
The licensee Nathan advises under is United Super Pty Ltd (AFS licence 233792). That authorisation dates from 8 November 2023.
The register records 2012 as the year Nathan first provided financial advice. Qualifications and training on file include Bachelor of Business (Management) (University of the Sunshine Coast (USC), 2008), Master of Business Administration (University of the Sunshine Coast (USC), 2009) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012).
The authorisation covers advice on superannuation, life risk insurance and life investment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Intra Fund Advice.”
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Questions people ask
Is Nathan Mark Pholi a registered financial adviser?
Yes. Nathan Mark Pholi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001232838.
Which licensee does Nathan Mark Pholi work under?
United Super Pty Ltd, Australian financial services licence 233792.
What can Nathan Mark Pholi give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products. It also records this restriction: "Intra Fund Advice."