I've been in the industry for over 10 years since attaining a Bachelor of Commerce, majoring in Economics and Finance from Curtin University. I joined Aspire2 in March 2010 with my role in the firm varying from being a Planning Assistant working under 3 senior advisers, graduating to an Associate Adviser, and since April 2016 attaining my Authorised Representative status and becoming an adviser in my own right.
My passion for financial planning comes from developing ongoing relationships with clients from all walks of life, listening to their stories, and helping them along the journey to reach their goals.
I've continued my studies whilst at Aspire2 and have completed an Advanced Diploma of Financial Planning as well as completing the required FASEA financial adviser examination and associated courses. I am also a member of the FPA.
Outside of work I value the time spent with my wife and son, am a long-suffering Essendon supporter, and enjoy catching up with friends over a couple of drinks.
We are really happy with the level of service and expertise that Nathan provides.
From start to finish Nathan made the whole process easy! With my first home purchased and first child on the way, I knew it was time to make a better financial plan for the future and make sure all the right insurances/super/financial plans were in place. Nathan took the time to understand my financial goals and my individual situation, taking me through my options and explaining the recommendations based on his extensive experience in the industry. Would absolutely recommend him and look forward to working together for many years to come!
Nathan has an excellent calm manner and is easy to talk to. I found our meeting to set up a new retirement plan very rewarding. I would highly recommend Nathan’s service to others. Thank you Nathan.
I have been with Nathan since around 2013. He and Kim Hunter set up our self managed super fund, re-organised my will after my husband died and advised on our UniSuper. Nathan took over full time after Kim retired. I cannot fault the advice he provides. I know that I am in good hands and he is now helping my children and grandchildren. I prefer investing in funds that don’t harm the environment and Nathan gives excellent advice on this.
Nathan is very supportive in dealing with the ways in which we can get the most out of the funds that we have available in our super. We always come away from our meetings with full confidence that the management of our super is in very good hands.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Economics & Finance)
Aspire2 Wealth AdvisersLevel 2, 33 Richardson Street
West Perth, WA 6005
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Charter Financial Planning