Nat Chell

Sky Summit Financial Pty Ltd

Gold
15 Yrs Experience
Erina, NSW 2250
Nat is a financial adviser with extensive experience in the financial planning and accounting professions. He has previously been employed as a financial adviser with major Australian banks and licensees. Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and has a Diploma of Financial Services. His expertise is in tax effective wealth creation, pre and post retirement planning, wealth protection advice, superannuation including self managed funds, investment portfolio design with ongoing mentoring and management of personal finances.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • 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 4.95
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Management
  • Language spoken
    • English

Sky Summit Financial Pty Ltd

Unit 5, 168 Central Coast Hwy
Erina, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ethical Investment Advisers Pty Ltd

AFSL 276544

4.95
1 Review
5
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1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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  • Knowledge & expertise
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Qualifications & Training

Self Managed Superannuation Fund

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Management

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2006

Tier 1 Adviser Compliance Solution

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Responsible Investment Association Australasia (RIAA)

Membership type
Associate
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