Nathan Fradley

Tribeca Financial

Gold
11 Yrs Experience
Hawthorn, VIC 3122
Nathan a senior adviser at Tribe He has been a financial planner since 2011, starting his career as a bank planner he left as he felt constrained and started Lime Financial Planning. He sold Lime Financial Planning to Tribeca Financial on the 1st of December 2021.  If you ask his clients what they love about working with Nathan, they all say the same thing: "Passion".  Nathan loves what he does, which is immediately clear once you meet with him - his enthusiasm to improve the lives of his clients is infectious.  He is well known in the advice community as an expert in Ethical and Sustainable investing, presenting on the topic at conferences and panel discussions, and with his podcast Good for the Bee.  Nathan also has a keen interest in health and fitness working as a strength and conditioning coach, and competing in Strongman events at a national level. Qualifications and Notable Achievements * Financial Standard Power 50 Most Influential Adviser 2021 * Affinia Adviser of the Year 2020 * Certified Ethical Investment Adviser (RIAA) * Bachelor of Business (Economics/Finance} * Advance Dip. Financial Services (Financial Planning) * Fellow Chartered Financial Planner * Accredited Aged Care Professional * SMSF Accreditation * Gearing Accreditation * Listed Product Adviser Accreditation * NAB Leading Lights (2011)

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fees range based on the complexity of advice given.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683

4.90
11 Reviews
5
4
3
2
1
4.75
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"I knew that my current insurance products were not right for us anymore, but wasn't sure where to start in making them more update. I was referred to Nathan by a friend, and I would not hesitate to refer him to others as well. You can see Nathan is really interested all things finances and passionate about giving clear advice and finding solutions for his clients. He does the thinking for you, and make you feel like you are all organised and in control. Thanks Nathan!"

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

"Nathan has given me advice in share investments, superannuation, insurances and financial planning. Nathan has spent considerable time with me to ensure that I understand and am confident with the recommendations made. I have been very happy and reassured with the advice provided by Nathan."

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

"i have always found Nathan to be knowledgeable and helpful. His explanation are clear and he always makes sure that I understand what he is talking about. No question is unimportant and left unanswered. He is approachable and I am confident is his advise, honesty and integrity."

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

"Nathan is helping me with my goal of being financially independent. He was able to explain things to me in an clear way. I feel very confident that through Nathan's knowledge and experience the advice given was right for my needs. Nathan is easy to talk to and gives his full care and attention when needed"

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

"Nathan has been amazingly helpful with all my financial needs and I am absolutely overwhelmed by the professionalism I have experienced from him. I now feel very happy and secure about my future and I would highly recommend Nathan to anybody wishing to acquire the services of a financial advisor."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Nathan gave us helpful general advice about the factors currently influencing the Australian economy and our investments. He provided insight that we wouldn't have picked up from the mainstream media and was able to help us understand some of the tax implications of our investments that we weren't previously aware of."

  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were very impressed with Nathan. He was very clear, a good listener and understood our issues. There was no pressure and we had plenty of time to digest the information. Thank you & regards Grace & Robert"

  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nathan has been very helpful from our first meeting. We came to seeking financial advice with little understanding of our options and slightly daunted by the prospect of making decisions in this space. Nathan's attitude is warm and friendly and his knowledge in his profession is broad-based, and continually growing. We are pleased we took a leap of faith with Nathan and we look forward to continuing our relationship into the future."

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

"Nathan is knowledgeable, friendly and thorough. His enthusiasm for his business sees him provide excellent service. He dealt extremely well with all of my questions and responded promptly and thoughtfully."

  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan is a pleasure to work with! He provided me confidence in financial situations that were unfamiliar to me, and guiding me through new opportunities. He was patient and enthusiastic in helping set me on a path to reach my financial goals. The service Nathan provided was comprehensive and proactive, all within a reasonable budget. I would strongly recommend Nathan to anyone looking to improve their financial health or confidence"

  • Insurance Protection
  • Growing Assets
  • 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
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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