Nathan Greene

Crowe Financial Planning

Gold
14 Yrs Experience
Osborne Park, WA 6017

Recent reviews

Crowe Financial Planning

Unit 4, 16 Guthrie St
Osborne Park, WA 6017

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

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

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"After attending seminars and a number of one on one meetings with advisors I was introduced to Nathan via Bill Crowe. He is part of a small family operation and is very knowledgeable in the areas that I require. My partner is extremely risk averse and yet Nathan had the skills and competencies to map out a retirement and investment strategy that exceeded our expectations whilst managing to explain in laymen's terms how the strategy would work."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

ASX Securities Exemption

Level
0 - Training / Exam / Other
Institution
Professional Investment Services
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2008

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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