Summary

Nathan has worked in the financial services industry since 2013. Nathan has a diverse background, both in culture and his experience in management and technical roles, affording him unique insight and perspective when dealing with clients. Nathan embraces a customer centric approach to advice and service with the aim to address the needs of his clients holistically and comprehensively. The most important facet of the advice process for Nathan is his relationship with his clients and many people find him to be relatable and his approach and transparency to be refreshing. Nathan believes that the education of his clients and the cultivation of their understanding of risks is key and is t

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

DFP - Diploma of Financial Planning

DipFP, DipCS, AL