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Nathan Ham

Nathan Ham

BCom
Authorised representative number: 001257217

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

Nathan Ham's previous roles have included

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.