Nathan Harris

My Financial Point

Gold
21 Yrs Experience
Pakenham, VIC 3810
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 • Finsia On a personal level, Nathan spends much of his weekends with his growing family, caravanning/camping, watching his beloved Hawks and riding his motorbike.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

My Financial Point

Level 1, 11 John Street
Pakenham, VIC 3810

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
4 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—4 of 4

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5.00

"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."

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

"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."

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

"We find Nathan,s explainations ans advise ver y straight forward and caring."

  • Government Assistance
  • Insurance Protection
  • Aged Care
  • Socially Responsible
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1997

Diploma of Financial Advising

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate

The Tax Institute

Membership type
Associate
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