Nathan is a financial planner with RSM in Perth and has been in the financial services industry for over 30 years.
He sees himself as an educator whereby he works alongside his clients, to ensure they have a thorough understanding of the financial strategies available.
Nathan uses his practical experience to implement an appropriate strategy to ensure his clients goals and objectives are met.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Nathan provides
- Wealth accumulation
- Investment advice and review
- Retirement planning including Centrelink entitlements
- Retirement income streams
- Self-managed superannuation
- Personal risk insurance
- Educational support
- Certified financial planner, Financial Planning Association
- Diploma of Financial Planning