Nathan James Reck – Financial Adviser

Adviser identifying number: 310186
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
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The date the Financial Adviser commenced the appointment: 14/10/2010
The date the Financial Adviser ceased the appointment: 28/02/2015
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:

  • Accredited Derivatives Adviser – Kaplan
  • DFP5V1 Tax for Financial Advising – Kaplan
  • Diploma of Financial Services (Financial Planning) – AAMC
  • Estate Planning – Kaplan
  • Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

Nathan James Reck is authorised to provide advices on following products: