Nathan Bernard Trakman – Financial Adviser

Adviser identifying number: 243627
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 18/10/2012
The date the Financial Adviser ceased the appointment: 16/12/2013
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Bachelor of Commerce – University of Cape Town
• Diploma of Financial Planning – Pinnacle Financial Services Academy Pty Ltd
• Graduate Certificate in Professional Accounting – University of Cape Town

Relevant memberships of professional bodies or industry associations: Financial Planner AFP (FPA)

Nathan Bernard Trakman is authorised to provide advices on following products: