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Nathan Ham

Morgans Financial Ltd

Bronze
8 Yrs Experience
Springfield Central, QLD 4300

I have over a decade of experience in financial services and have held multiple roles across technical and client facing roles with some of Australia's largest financial providers. I hold a Bachelor of Commerce (Accounting), Graduate Certificate in Financial Planning, Advanced Diploma of Financial Planning and Diploma of Financial Planning and am undertaking a Master of Business Administration (MBA) and Master of Financial Planning. I have a passion for educating my clients and building lasting relationships to ensure success now and into the future.

With extensive experience in superannuation and pre- and post-retirement planning, I seek to take a holistic approach to developing tailored strategies that allows my clients to reach their goals and objectives in a simple and effective manner. I prioritise establishing a collaborative approach with my clients to ensure they understand the plan to enable confidence in their decisions.

Helping my clients to achieve their financial goals and enable them to live the lifestyle they want is what I enjoy most about being your adviser. If you would like to discuss your situation, please contact me on the details provided. I look forward to working with you to achieve your financial freedom.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

Springfield Tower, Suite 3, Ground Floor, 145 Sinnathamby Blvd
Springfield Central, QLD 4300

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410