Nathan Baker

Bam Financial Planning

Gold
11 Yrs Experience
Semaphore, SA 5019
I am a Certified Financial Planner with a passion to help make positive differences to Australian families. I work with families to optimise cashflow and create wealth and protections plans thereby creating opportunities to have, do and achieve more. Clients say that I am professional, ethical and transparent. They also mention that I have integrity and that I make things easier to understand. Most importantly, I help clients gain the confidence to make great financial decisions for their family.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We understand that everyone is different. Your fees are transparent and will be agreed to upfront, before work is carried out depending on a number of factors including complexity, service and value provided, etc.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Bam Financial Planning

2A Dunstone Road
Semaphore, SA 5019

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.90
9 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Nathan from BAM finance has given me advice in areas including self managed super funds and managing debt. Nathan was able to explain things to me in a clear way. Through Nathan's knowledge and experience, I feel confident that the advice given was right for my needs. Most importantly I received Nathan's full care and attention when I needed it, which helped reduce the stress we were going through & get our life back to normal."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been with Nathan at BAMFP for a number of years now and we have been nothing but impressed with his advice and service he has provided. During this time, we have set up income protection and critical illness policies which we have had to activate. Without these policies in place, we would have been in a far worse financial position than we are now and it would have been far more challenging for us going forward. We are completely confident with the advice Nathan provides and know it is considered and right for our needs"

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nathan's advice puts our interests first. He has provided us with asset protection, and assists us to work towards our longer-term financial goals."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My husband and I have found Nathan to be very helpful. We were passed on to Nathan from another company that were unable to continue to help us. We are in the process of aiming for retirement and have needed planning and our options sourced for us. Nathan has been able to help us with this and has been very approachable. Our only concern has been understanding all the jargon but Nathan has been very helpful and patient with us."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan has provided us with personal financial advice that is inline with our early retirement goals and family legacy plans. He has also taken the level of risk that we are comfortable with into consideration. Christian 5073"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan is very thorough and explains things clearly, so it's easy to understand. He is always available to answer any questions we have about our financial needs."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan has shown care and concern for our financial situation and takes the time to make sure we understand what our options are and the best way for us to proceed to reach the outcomes we are looking for. Bottom line is I trust Nathan and so does my wife."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nathan is very organised, and helpful in all our financial planning matters. He has transitioned us towards using our SMSF as part of our retirement planning in a clear and understandable fashion. He clarifies his fees and costs so that there is complete transparency in this respect; which is different to our previous planner."

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were with one f the big financial planning companies and we weren't happy. Nathan does everything well that they did poorly, and more. We are very happy to finally feel like we are in control and on track."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
2005

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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