Nat Lidestri

Denaro Wealth

Platinum
12 Yrs Experience
Reservoir, VIC 3073

Recent reviews

Denaro Wealth

6 Godley St
Reservoir, VIC 3073

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualifications
    • Bachelor of Business (Financial Planning)
    • Bachelor of Business (Accounting)
    • Bachelor of Business
  • Language spoken
    • English

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Knows what he is talking about and makes it easy to understand and is very easy to work with wood highly recommend"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat is very professional, friendly, knowledgable and attentive to my needs as a client and also great at building a great relationship working together to achieve great outcomes for my financial health."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Nat to be very knowledgeable and extremely pro active. Nat stays in touch and always follows up when he says he will. We value his professional advice very highly. Mick"

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He is fantastic, stays in touch, always reassuring me. Plus my super is growing. Very honest and reliable. I trust him entirely."

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

"Nat is very personable and doesn't give complicated explanations - he explains things clearly and you are able to understand his objectives for you on a personal level."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We highly recommend Nat's financial advice. Nat's professionalism and ethics are to be commended. We are very happy Nat is looking after our financial affairs. Doris and Sam."

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

"Anne and stuart 3076 Nat makes everything easy to understand and treats us with respect."

  • Government Assistance
  • Superannuation
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat has always provided me clear and concise information. He sets out changes and updates regularly in a way i understand."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat assisted me in consolidating my super funds into one and setting up my personal insurances. He is professional, very informative and gave me many options to choose from. Would definitely go back to Nat again in the future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Nat very thorough and personal. The advice that he has provided me has been invaluable. I have no hesitation in recommending him to family and friends."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2006

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Business

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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