Nathan Paul Winch – Financial Adviser
Adviser identifying number: 1236032
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence number: 258853
Licensee’s ABN: 25107671563
Licence controlled by: Mayfair Limited
The date the Financial Adviser commenced the appointment: 14/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 258853
Authorised Representative’s ABN: 25107671563
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 Commerce (Finance) – University of Wollongong
- Certificate in Financial Planning & Administration – The Institute of Financial Services (UK)
- Certificate lll in Financial Services – Institute of Financial Services (UK)
- Diploma Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Nathan Paul Winch 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