Nathan Pech
Financial Adviser in Wayville, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239466
- Location
- Wayville SA 5034
- Licensee
- Kaizen Wealth Pty Ltd (AFSL 480797)
- Authorised since
- 18 December 2015
- First provided advice
- 2002
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2002); Bachelor Of Arts (Economics), Flinders University of South Australia (2004); Certified Financial Planner, Financial Planning Association of Australia (2006); Cavendish & ICFS Specialist SMSF, Cavendish (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); SMSF Association; SSA - SMSF Specialist Accreditation (SPAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Nathan Pech
On the Financial Advisers Register kept by ASIC, Nathan Pech appears as a current financial adviser in Wayville, South Australia, adviser number 000239466.
Advice is given under the Australian financial services licence of Kaizen Wealth Pty Ltd, licence number 480797. That authorisation dates from 18 December 2015.
According to the register, Nathan first provided financial advice in 2002. Qualifications and training on file include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2002), Bachelor Of Arts (Economics) (Flinders University of South Australia, 2004) and Certified Financial Planner (Financial Planning Association of Australia, 2006). Nathan is recorded as a member of CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Pech a registered financial adviser?
Yes. Nathan Pech is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239466.
Which licensee does Nathan Pech work under?
Kaizen Wealth Pty Ltd, Australian financial services licence 480797.
What can Nathan Pech 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; standard margin lending.