Nat Chell

Sky Summit Financial Pty Ltd

5.00
1 Review
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 5.00
  • 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