NATHAN JAY PURNELL
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2011 - Bachelor of Media and Communication Studies (Marketing) - - University of Wollongong
2017 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Wollongong
2018 - Diploma of Financial Planning - - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2024 - Certified Financial Planner - Professional Designations - FAAA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.