Nathisha Paramasivam

Gold Tree Wealth Advisory Pty Ltd

Silver
11 Yrs Experience
Endeavour Hills, VIC 3802

A Message From The Director

As the Director of Gold Tree Wealth Advisory, I get a real sense of pride seeing our business help our clients achieve their life goals. Of course, we focus on your financial objectives, but it’s an organizational priority for us to consider the broader picture. Finances aren’t everything, but they do directly affect what you can achieve in other aspects of life.

This is one reason Gold Tree Wealth is serious about getting to know you. We’re interested to hear where you want to go and what’s important along the way. It’s all about your story: what’s happened so far and where is it going to take you.

We’re here to help you find a great way to live out that story.

Of course, in the spirit of sharing, you deserve to know something about me too.

I grew up in a humble household with parents who have showed me the true value of hard work. I made my first personal investment at the age of 18 and grew my portfolio to purchase my first investment property when I was 21.

Around the same time, I had completed my Bachelor of Commerce with majors in Financial Planning, Finance and Management. I also completed a Diploma of Financial Services.

Over the next 7 years, I got invaluable experience as a Senior Financial Planner at 3 independent financial advisory firms. Throughout my career, I‘ve helped clients with everything from wealth creation, wealth protection through to retirement planning strategies.

These experiences and qualifications made it clear to me what good financial advice could be and what it should be. My various roles allowed me to meet clients who had come to me after dealing with previous financial planners who delivered advice without the best interest of the client as the focal point. However this allowed me to identify a gap in the industry – one that I knew I could fulfil!

To fulfil that vision, I started Gold Tree Wealth Advisory, where the client's story comes first and my clients walk away feeling good about their future.

We can’t wait to have you on board.

Nathisha Paramasivam

Director & Principal Wealth Adviser

Gold Tree Wealth Advisory

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Gold Tree Wealth Advisory Pty Ltd

298 James Cook Drive
Endeavour Hills, VIC 3802

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892