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Nathan Little
CFP® DipFP
Private Client Adviser
I specialise in providing strategic investment advice as well as portfolio management for a wide variety of working and retired clients.
Nathan is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Advice Association of Australia (FAAA).
Investment Style
Nathan and his clients work closely together to plan for accumulation and preservation of wealth and the provision of secure, tax-effective retirement income streams. Nathan’s strengths include building strong relationships, asking the right questions, and drawing on a network of expert specialists to provide the best possible advice to meet life’s challenges, prepared.
Services and Specialties
Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Superannuation Advice
Personal Insurance
Wealth Management
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
Ethics and Professional Relationships
Associations
No items found.
Competencies
Margin Lending
Generic
Tax (financial) Adviser
Securities
Managed Investments
Life Insurance
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Superannuation
Financial Planning
FASEA Financial Adviser Exam
I am a partner of Argyle Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Domain. My employer remunerates me by way of salary. As a shareholder of Argyle Wealth Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Argyle Wealth Management Pty Ltd, I will be entitled to a share of profits.
