NATHAN CHARTERIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2011 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Charles Sturt University
2013 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Deaking Prime
2013 - Professional Diploma in stockbroking - Diploma (AQF 5) - Deakin Prime
2013 - Superannuation Accreditation Program - Certificate (AQF 1-4) - Deakin Prime
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.