WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
NP

Nathan Pech

Financial Adviser

FinSec Partners
Wayville, SA 5034

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Nathan Pech is an ASIC-registered financial adviser dedicated to helping clients in Wayville, SA, and beyond achieve their financial goals. With a strong foundation built upon an 8 Unit Diploma of Financial Planning (2002) and a Bachelor of Arts (Economics) from Flinders University of South Australia (2004), Nathan further solidified his expertise by becoming a Certified Financial Planner (CFP) in 2006. He also holds a Cavendish & ICFS Specialist SMSF accreditation (2014) and has completed FPC002B Ethics and Professionalism in Financial Advice (2019). Nathan’s commitment to excellence is reflected in his professional memberships, including the Financial Advice Association of Australia (FAAA), the SMSF Association, and SMSF Specialist Accreditation (SPAA). As a CFP, he adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Nathan can assist you with: superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. His expertise allows him to create tailored strategies to suit your individual needs. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact Nathan Pech today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions SMSF advice Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000480797

Verify on ASIC Register

Authorised Representative Number

000239466

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Nathan Pech offer?

Nathan Pech offers advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you with everything from building your wealth to protecting your assets and planning for retirement.

What are Nathan Pech's qualifications and experience?

Nathan Pech holds an 8 Unit Diploma of Financial Planning, a Bachelor of Arts (Economics), is a Certified Financial Planner (CFP), and has a Cavendish & ICFS Specialist SMSF accreditation. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

How does Nathan Pech work with clients?

Nathan Pech begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan tailored to your needs. He works with you to implement the plan and provides ongoing support and advice to help you stay on track.

What can I expect from my first meeting with Nathan Pech?

During your first meeting, Nathan will discuss your financial goals, gather information about your current financial situation, and explain his services and fees. This is an opportunity for you to ask questions and determine if Nathan is the right financial adviser for you.

Why is it important to seek advice from an ASIC-registered financial advisor?

Seeking advice from an ASIC-registered financial advisor like Nathan Pech ensures that you are working with a professional who is qualified, experienced, and adheres to strict ethical standards. ASIC registration provides you with protection and recourse in case of misconduct.

Get in Touch

Contact Nathan directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.