Nathan graduated from the University of Wollongong with a Bachelors of Engineering and a Bachelors of Commerce (Accounting) and initially pursued a career as an engineer in rural NSW.
In 2021, Nathan was drawn to make a switch to the Financial Planning profession. He believes there’s nothing more enjoyable than helping a client imagine the possibilities with a well-engineered financial plan. Nathan has a love of building quality relationships and gets a lot of satisfaction knowing he can help people achieve their financial goals.
With his engineering background, he is a detail-oriented person with a knack for simplifying the complex. Nathan holds a Graduate Diploma in Financial Planning and will soon complete his Masters in Financial Planning.
On the weekends you’ll find Nathan spending time with his wife and young family. He loves to cook, is a keen road biker and a Sydney Swans tragic.
At a glance
- Adviser status Bronze
- First year providing advice 2024
- Years of experience Newly Registered
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Smart Financial
162-172 Shellharbour RdWarilla, NSW 2528
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Smart Financial Capital Pty Ltd
AFSL 533901