Financial Adviser · ERINA, NSW

Nathaniel Luke Peter Chell

ERINA, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000325482

Currently at

Ethical Investment Advisers

Red Hill, QLD (firm address)

View firm profile

About Nathaniel Luke Peter Chell

Nathaniel Luke Peter Chell is a financial adviser based in Erina, New South Wales, with 19 years of experience in the financial services industry since 2007. Nathaniel is currently authorised under Ethical Investment Advisers. Nathaniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathaniel's qualifications include a Bachelor of Management from University of Newcastle. Nathaniel is a member of Financial Advice Association of Australia (FAAA) and Responsible Investment Association Australasia (RIAA).

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

2006

Bachelor of Management

University of Newcastle

2007

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2008

Tier 1 Adviser Compliance Solution

FINSIA

2011

Margin Lending and Geared Investments

Kaplan

2014

Taxation Fundamentals

Kaplan

2015

Client Engagement Strategies

Kaplan

2015

Estate Planning

Kaplan

2015

Self-Managed Superannuation Funds

Kaplan

Registration History

Ethical Investment Advisers Pty Ltd

Jul 2019 - Present Current

Personal Financial Services Ltd

Jun 2018 - Jul 2019 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

May 2017 - Jun 2018 Ceased

Charter Financial Planning Limited

May 2014 - May 2017 Ceased

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

Commonwealth Bank Of Australia

Nov 2009 - May 2014 Ceased

Personal Financial Services Ltd

May 2008 - Sep 2009 Ceased

Source: ASIC Financial Advisers Register