Nathan Mccullum
Financial Adviser
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About
Nathan Mccullum is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a career spanning over two decades, Nathan holds several key qualifications, including Risk Management (FPA, 1999), Managed Investments (FPA, 2000), Superannuation and Retirement Planning (FPA, 2000), a Foundation Diploma of Financial Planning (FPA, 2002), and certification in Self-Managed Super Funds from Australian Executor Trustees (2005). He also completed FASEA requirements in 2021, ensuring he adheres to the highest professional standards. A proud member of the SMSF Association, Nathan is committed to providing expert advice tailored to your unique circumstances. Nathan is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, and retirement savings accounts. His comprehensive approach ensures that all aspects of your financial well-being are considered. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Nathan today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Nathan Mccullum offer?
Nathan Mccullum provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts.
What qualifications does Nathan Mccullum have?
Nathan holds qualifications in Risk Management, Managed Investments, Superannuation and Retirement Planning, a Foundation Diploma of Financial Planning, and certification in Self-Managed Super Funds. He also completed FASEA requirements.
What is the process for working with Nathan Mccullum?
The process typically starts with an initial consultation to understand your financial goals and current situation. Nathan will then develop a personalized financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your objectives.
Can Nathan Mccullum help me with my Self-Managed Super Fund (SMSF)?
Yes, Nathan is a member of the SMSF Association and has extensive experience in providing advice on self-managed super funds.
What can I expect from a financial planning session with Nathan?
You can expect a comprehensive assessment of your financial situation, a clear explanation of your options, and a tailored plan to help you achieve your financial goals. Nathan prioritizes building a long-term relationship based on trust and understanding.
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