NATHAN HASLEM

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001005150

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1992

Registration Date

26/07/2019

Financial Services Licensee

SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD

Licence #000490255

📚 Qualifications & Training

1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2012 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

🏢 Professional Memberships

CPA Australia (CPA)

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.