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