Nathan Ide

Private Capital Management

Gold
8 Yrs Experience
Sydney, NSW 2000

About Nathan Ide...

Nathan has over 15 years financial markets experience within Wealth Management, Investment Banking and Investment Management and has worked within some of the worlds largest banks. He has presented at TED looking at Australia's superannuation industry and has been a frequent presenter at the Australian Securities Exchange.

Nathan attended St. Paul's College, within the University of Sydney, and holds a Bachelor of Commerce. He also holds a Master of Business Administration (Deans Prize) also from the University of Sydney and is authorised by ASIC to provide Financial Advice (RG146) and Credit Advice (RG209).  Nathan is Justice of the Peace and registered with the Tax Practitioners Board.

About Private Capital Management...

Private Capital Management was established to provide clients an integrated, intelligent and holistic mortgage broking and wealth management (financial planning) experience. Our values and ethos are built on exceptional customer service, with trust and ethics guiding our work to the highest standard.

We aim to be both architect and engineer when it comes to all things money, with many of our clients coming from the Greater Sydney Region, including the Sydney CBD, Eastern Suburbs, North Shore and Inner West. We use our diversity of experience to typically support young professionals, first home buyers, sophisticated investors and business owners.

The beauty of Private Capital Management is that we are not affiliated with any financial product provider – meaning we can select investments or products for clients that we believe are in their best interests, cost effective and not forced upon our valued clients from some higher power within a large financial institution.   Every investment product or vehicle is at arms-length through a third-party as we believe in best of breed strategies and not pushing our own investments.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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 Gold
  • Rating 4.98
  • Number of reviews 35
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Private Capital Management

Level 26, 1 Bligh Street
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880