Nathan Watson

Carwardine Financial Services

Gold
16 Yrs Experience
Enoggera, QLD 4051
We specialize in home loan debt reduction and wealth accumulation, via the correct loan structures and cash flow monitoring. We advise on suitable debt size, managed investments, tax minimization and SMSF. We are a fee for service firm and provide a complimentary initial consultation to discuss you goals, objectives, problems and opportunities. I have completed a Bachelor of Commerce majoring in Financial Planning and Investments from Griffith University and am a recognised Certified Financial Planner with the FPA.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Carwardine Financial Services

180 South Pine Road
Enoggera, QLD 4051

Opening hours

  • 8:00am – 5:00pm Monday, Friday
  • 8:00am – 7:00pm Tuesday – Thursday

Licensed by

Carwardine Financial Services

AFSL 323462

5.00
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

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5.00

"Nathan has been our financial adviser in regards to our self managed fund for a few years now. I have always found Nathan to be honest, reliable and confidently able to advise my Mum and I on what is best for our financial security and peace of mind. Nathan has always addressed our enquiries in a very timely, professional manner and he always gives 100% of himself."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan's level of client service and care has seen my wife and I remain loyal clients of his as journey as a Financial Planner took him to different businesses. His attention to detail and personal interest in each client in my opinion makes him a standout advisor. He is on the journey with you, he is not a set and forget advisor. Regular contact and communication from Nathan also helps keep the customer client relationship growing. I have no difficulty in recommending Nathan to anyone who is keen for the right advice."

  • Superannuation
  • Margin Lending
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have previously had four financial advisors and moved on as I was fitting their needs rather than them fitting my needs. Nathan has been terrific at listening and creating a plan to suit me, he is available to discuss any aspect of my plan and I have been very satisfied with the progress of my finances based on his advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Nathan has given me advice in areas including recycling debt and managing cash flow. Nathan was able to explain things to me in a clear way. Through Nathan's knowledge and experience, I feel very confident that the advice given was right for my needs.'"

  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan has always been down to earth with his advice. He is very knowledgeable in what he does and this sets my mind at ease with investments. I have been with Nathan for many years and have always followed him, as my adviser, were ever he goes."

  • Superannuation
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been working with Nathan for a couple of years now, and we have really benefited from Nathan's wisdom and collaborative approach. He demystifies complexity, is really easy to talk to, and works with us to develop achievable options which suit our situation - I highly recommend Nathan!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan and his company set on a life of investment that has secured our future. We are retired, 66 and 54, and enjoying life. This would never have been possible with the debt we had in 2005. Nathan was the key to us with his manner and knowledge. We trusted him and he came through. He is a great financial adviser and a great person."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Nathan to be gracious with his time and comprehensive with his advice. Happy to recommend his services."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan is highly credible and has loads of integrity. He definitely puts our interests first."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce (Financial Planning and Investments)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2006

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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