Nathan is a founding Partner of MFP and has over 20 years experience in Financial Services. Having held various roles with ANZ Banking Group Ltd and Elders Ltd whilst being a Registered Representative of the Sydney Futures Exchange, much of this time has been helping people understand the financial services industry. In particular, the financial impact of any decisions being considered.
Since 2008, Nathan has built a Financial Planning business based in Pakenham which focussed on helping Clients build wealth tax effectively. As the Financial Planning industry transformed, this business ultimately transformed into My Financial Point today.
Nathan has a Bachelor of Business from Monash University, is a Certified Financial Planner ®, SMSF Specialist Advisor and is a Chartered Tax Adviser.
Whilst also being a Member of the following professional bodies;
- Financial Planning Association of Australia
- The Tax Institute
- Self Managed Super Fund Association
On a personal level, Nathan spends much of his weekends with his growing family, caravanning/camping, watching his beloved Hawks and riding his motorbike.
Nathan is the most honest and hardworking adviser you could ever meet. His knowledge of tax and welfare regulations always seems current. Above all, he has a high level of integrity. I would not hesitate to recommend Nathan to anyone looking for an adviser to assist with wealth creation and management.
We have not had any 'bad' advice from Nathan. Nathan takes time to listen, and feeds it back to be sure clear communication is taking place.
We find Nathan,s explainations ans advise ver y straight forward and caring.
Nathan is both professional and personal in his approach to all our needs. He is readily available to discuss and advise on any of our financial developments. Nathan is able to explain all financial matters in easy to understand terms. We have happily recommended Nathan's services to friends who are now also clients
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
My Financial PointLevel 1, 11 John Street
Pakenham, VIC 3810
- 9:00am – 5:00pm Monday – Friday
Consultum Financial Advisers Pty Ltd