Nat is a financial adviser with extensive experience in the financial planning and accounting professions. He has previously been employed as a financial adviser with major Australian banks and licensees. Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and has a Diploma of Financial Services. His expertise is in tax effective wealth creation, pre and post retirement planning, wealth protection advice, superannuation including self managed funds, investment portfolio design with ongoing mentoring and management of personal finances.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2007
- Years of experience 17
-
Highest qualification
- Bachelor of Management
-
Language spoken
- English
Sky Summit Financial Pty Ltd
Unit 5, 168 Central Coast HwyErina, NSW 2250
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Ethical Investment Advisers Pty Ltd
AFSL 276544