Nathan Rogers
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338230
- Location
- Ballarat VIC 3350
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 September 2026
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Ballarat (2003); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); 5 unit CFP Certification Program, Tribeca (2017); Certified Financial Planner, FAAA (2017); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Rogers
Nathan Rogers is a financial adviser in Ballarat, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000338230.
The licensee Nathan advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 29 September 2026.
The register records 2003 as the year Nathan first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Ballarat, 2003), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006). Nathan is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Rogers a registered financial adviser?
Yes. Nathan Rogers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338230.
Which licensee does Nathan Rogers work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Nathan Rogers 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.