Nathan Little

alt
CFP® DipFinPlan

Authorised Representative: 000449854

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 Planning Association of Australia (FPA).

Services and specialities

  • Wealth Management
  • Self Managed Super Funds
  • Superannuation Advice
  • Financial Planning
  • Retirement and Estate Planning
  • Personal Insurance

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.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Deakin, 2002
  • CERTIFIED FINANCIAL PLANNER®, Financial Planning Association, 2002
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Argyle Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Domain. 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.