Financial Adviser
· AUSTRALIND, WA
Nathan Frank Treloar
No disciplinary history on record with ASIC
AUSTRALIND,
WA
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000423940
About Nathan Frank Treloar
Nathan Frank Treloar is a financial adviser based in Australind, Western Australia, with 14 years of experience in the financial services industry since 2012. Nathan works at Count Financial, which is licensed through Count Financial Limited. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
DFP5v3 Tax for Financial Advising
Kaplan Professional
2018
TASACLv1 Commercial Law
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register