Nathan is a founding Partner of MFP and has over 20 years experience in Financial Services. Having held various roles with ANZ Banking Group Ltd and Elders Ltd whilst being a Registered Representative of the Sydney Futures Exchange, much of this time has been helping people understand the financial services industry. In particular, the financial impact of any decisions being considered.
Since 2008, Nathan has built a Financial Planning business based in Pakenham which focussed on helping Clients build wealth tax effectively. As the Financial Planning industry transformed, this business ultimately transformed into My Financial Point today.
Nathan has a Bachelor of Business from Monash University, is a Certified Financial Planner ®, SMSF Specialist Advisor and is a Chartered Tax Adviser.
Whilst also being a Member of the following professional bodies;
- Financial Planning Association of Australia
- The Tax Institute
- Self Managed Super Fund Association
- Finsia
On a personal level, Nathan spends much of his weekends with his growing family, caravanning/camping, watching his beloved Hawks and riding his motorbike.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 4
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
My Financial Point
Level 1, 11 John StreetPakenham, VIC 3810
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323