nathan torre

advisor

About

I joined Aspire2 Wealth Advisers in March 2010 after attaining a Bachelor of Commerce, majoring in Economics and Finance. My role in the firm has varied from being a planning assistant, paraplanner, and most recently, operations manager and associate adviser. I was appointed as an Authorised Representative in April 2016 and am currently completing my Advanced Diploma of Financial Planning. Aspire2 Wealth Advisers Pty Ltd (ABN 42 125 897 903), and Nathan Torre are authorised representatives and credit representatives of Charter Financial Services Limited, Australian Financial Services Licensee. This page contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please click here http://bit.ly/1VoVlpA to view our Financial Services Guide.

Country

australia

City

perth

Industry

financial services

Skill

portfolio management, finance, financial analysis, strategic financial planning, wealth management, retirement planning, financial advisory, investments, mutual funds, financial modeling, asset management, insurance, securities, financial planning, equities, banking, self managed superannuation funds, superannuation

Experience

customer service officer

precise financial planning

2007-11 - 2009-1 · 1 yr 3 mos

operations manager and financial planning assistant

aspire2 wealth advisers

2010-3 - Present · 16 yrs 7 mos

advisor

aspire2 wealth advisers

2016-4 - Present · 10 yrs 6 mos

* I work with clients to lead them to their desired goals and objectives. I specialise in the following areas; * Superannuation * Investment Advice * Insurance * Retirement Planning * For further information www.aspire2wealth.com.au