Nathan Morgan
About Me
I've had the good fortune to learn from some quality financial advisers over my time and, after 20 years supporting them in a business development role, it was an easy decision to commit to a career “pivot” in late 2022.
I commenced my Professional Year in late 2022. It has been such a serendipitous opportunity to work with the team at HPH Solutions, a highly rated financial planning practice with offices in Como, Geraldton and Mandurah.
Now, as an authorised financial planner, my goal is to deliver a successful ongoing financial planning experience for clients of HPH Solutions, helping them to have more confidence in their financial future.
Areas of Focus
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Licensed By Tfg Australia Pty Ltd
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Advice Fees From $5,280
Also meet me here:
289 Marine Terrace,
Geraldton, WA 6530
Geraldton, WA 6530