Nathan Pech – Financial Adviser

Adviser identifying number: 239466
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: KAIZEN WEALTH PTY LTD
Licence number: 480797
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINSEC PARTNERS PTY LTD
Authorised Representative identifying number: 354394
Authorised Representative’s ABN: 98135591829

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Arts – Flinders University of South Australia
• Cavendish & ICFS Specialist SMSF – Cavendish
• Certified Financial Planning – Deakin University / FPA
• Diploma of Financial Planning – Deakin University / FPA
• Professional Certificate in SMSF – Unversity of Adelaide

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• SSA – SMSF Specialist Accreditation (SPAA)

Nathan Pech is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility