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Nathan Bosman

Direct Wealth Pty Ltd

Bronze
9 Yrs Experience
Paddington, QLD 4064

I have worked in the financial services industry since 2013. I have a diverse background, both in culture and his experience in management and technical roles. The acumen and insight I have subsequently gained give me a unique perspective when dealing with clients.

I embrace a client-centric approach to advice and service with the aim to address the needs of my clients, holistically and comprehensively.

The most important facet of the advice process for me is my relationship with my clients. Being relatable, transparent and educating my clients are integral aspects of my process.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

The cost of providing a financial product or service to you will depend on the nature and complexity of the advice, financial product and/or service provided.

At our initial consultation, we will explain how we operate, what you can expect and how the advice areas and complexity influences the cost of advice. We will always agree on the costs and your payment options before proceeding with any work.

At a glance

  • Adviser status Bronze
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Direct Wealth Pty Ltd

209d Given Terrace
Paddington, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221