RSM Australia

Our People

Nathan Walker
Financial Planner - Perth

Biography

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

Professional associations

  • Certified financial planner, Financial Planning Association

Qualifications

  • Diploma of Financial Planning
Publications

Downsizer Contributions impact on the Age Pension

11 October 2019
By making downsizer contributions, it’s important to be aware of the impact this may have on your Centrelink entitlements such as the age pension or for self-funded retirees, the benefits under the Commonwealth Seniors Health Card (CSHC). You should also be aware that there is no obligation under the legislation to purchase a new res...

Consolidating super - don't blow up your insurance!

1 June 2018
There’s growing concern around the fees associated with managing super, with many failing to see the wood from the trees when it comes to the difference between fund management fees and insurance premiums. Throw into this argument the $18bn that is allegedly sitting in lost or unclaimed super and you see why such a strong focus on organis...

The Gift of Insurance

7 March 2018
While many people intend to leave assets to their kids when they pass on, there is an increasing trend for parents to assist their adult children whilst they are still alive. An example of an early inheritance can be in the form of a deposit to assist with the purchase of real estate. Parents who are approaching, or have entered retirement, m...

Could there be more to life insurance than death?

27 November 2017
Every day you work hard to create the best possible lifestyle for you and your loved ones. This includes many sacrifices to ensure that you can achieve your financial goals like paying down debt, holidays aboard, children’s education and a comfortable retirement. With life being so busy and with so much focus on achieving these goals we can o...

Self Employed - Boost Your GESB Super with PAYG from the WA State Government

26 June 2017
If you are a former employee of the WA State Government and now earn your living through your own business, you’ve probably been enjoying some of the pay-offs of the contributions rules afforded to you as a result of being a member of the GESB West State Super Fund. If you’re not sure what we're referring to, check out our article &...

Last Chance to Sell Down Chunky Investments for Retirement Using GESB West State

9 June 2017
Do the latest changes to Super present the last opportunity for former WA State Government employees, to capitalise on their West State Super before retiring? We have been working with numerous self-employed people, including former employees of the WA State Government, to help them maximise the Super Fund balances for retirement. ...

How much money do I need to start a self-managed super fund (SMSF)?

5 June 2017
  The decision to take control of your superannuation is not a simple one, with many factors to take into account, such as the minimum balance required. Nathan Walker talks self-manged superannuation funds as well as the minimum balance required to launch a self-managed super fund (SMSF) including a look at what other options you have ...

How to crystallise your tax free benefits in GESB West State before it’s too late!

26 May 2017
It’s been argued that superannuation could be considered to be your number one investment asset heading into retirement. After your residential home, which for most is a lifestyle asset rather than investment, we are all looking towards superannuation savings or Centrelink to fund our retirement. For this reason it’s important to be able ...

Last chance for self-employed to maximise super contributions to GESB

8 May 2017
If you’re a doctor, engineer or teacher who has previously worked for the West Australian State Government, you may be aware of the changes to superannuation that will significantly impact one of the best retirement strategies available to you since John Howard’s $1m boom. If you have no idea what your GESB West State Super Fund could b...

Concerned about super changes and wonder if you can still retire early?

2 May 2017
With all the changes to superannuation and Centrelink that have taken place it’s understandable that Australians are concerned about being able to access their retirement nest egg when they want to. Recently I read the following question in a financial publication that really intrigued me: “I currently salary sacrifice int...