Financial Adviser, Wealth
Nathan has worked in the financial services industry since 2002 and provides ongoing financial advice to a broad range of clients including corporate entities, trustees and individuals.
He is passionate about creating a roadmap for clients to help meet their financial and lifestyle goals. Incorporating strategies to protect assets and build wealth, Nathan gives clients confidence and peace of mind when planning for the future. Nathan works with clients to formulate and establish investment strategies and provide ongoing advice on the medium to long term management of investment portfolios.
Nathan holds a Bachelor of Commerce from the University of New South Wales majoring in Finance and Commercial Law. Nathan has also completed a Graduate Certificate in Financial Planning, a Master of Applied Finance and a Diploma of Technical Analysis through Kaplan Professional. Nathan is a Justice of the Peace (NSW).