Nathan Ham
BCom
Private Client Adviser
As your dedicated Financial Adviser, I work to simplify complex decisions, prioritise your goals, and build lasting strategies to help you grow, protect and enjoy your wealth with confidence.
Nathan has been in the financial services industry since 2015 and has held multiple roles across technical and client facing roles, including as an adviser since 2017, with some of Australia's largest financial providers. He holds a Bachelor of Commerce (Accounting), Advanced Diploma of Financial Planning and is currently undertaking a Master of Business Administration (MBA) and Master of Financial Planning. He has a passion for educating his clients and building lasting relationships to ensure success now and into the future.
Investment Style
With extensive experience in Superannuation and pre and post retirement planning, Nathan seeks to take a holistic approach to developing tailored strategies that allows his clients to reach their goals and objectives in a simple and effective manner. He prioritises establishing a collaborative approach with his clients, to ensure they understand the plan to enable confidence in their decisions.
Services and Specialties
Personal Insurance
Retirement and Estate Planning
Superannuation Advice
Investment Advice
Wealth Management
Fixed Interest and Cash Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Master of Business Administration
FPC002B Ethics and Professionalism in Financial Advice
Graduate Certificate in Financial Planning
Bachelor of Commerce (Accounting, Marketing)
Associations
Financial Planner AFP member of FAAA
Competencies
Life Insurance
Securities
Managed Investments
Financial Planning
Superannuation
Generic
I am employed by Forefront Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Springfield-Ipswich. My employer remunerates me by way of salary and percentage of fees.
