Nathan Little
Financial Adviser
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About
Nathan Little is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With over two decades of experience in the financial services industry, Nathan holds a Diploma of Financial Planning and a Graduate Diploma of Financial Planning from Deakin University, and earned his Certified Financial Planner (CFP) designation in 2002. He further enhanced his expertise with specialized training in Margin Lending and Geared Investments from Kaplan Professional, and Ethics and Professional Relationships from QUT. Nathan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. His extensive knowledge and client-focused approach ensure that you receive the best possible guidance to navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Insurance planning and advice • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Nathan today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Nathan Little offer?
Nathan Little provides comprehensive financial advice covering superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He tailors his advice to meet your individual needs and goals.
What qualifications does Nathan Little have?
Nathan Little is a Certified Financial Planner (CFP) with a Diploma and a Graduate Diploma of Financial Planning from Deakin University. He also holds certifications in Margin Lending and Geared Investments and Ethics and Professional Relationships.
What can I expect during my first meeting with Nathan?
During your first meeting with Nathan, you can expect a thorough discussion of your financial situation, goals, and risk tolerance. He will explain his approach to financial planning and answer any questions you may have. This initial consultation will help determine how Nathan can best assist you.
How does Nathan Little stay updated with the latest financial regulations?
Nathan Little is committed to ongoing professional development and regularly participates in training programs and industry events to stay informed about the latest financial regulations and best practices. He completed Ethics and Professional Relationships at QUT in 2020 and a Graduate Diploma of Financial Planning in 2024.
What is involved in Nathan's wealth management services?
Nathan's wealth management services involve a comprehensive approach to growing and protecting your wealth. This includes investment planning, asset allocation, risk management, and regular portfolio reviews to ensure you stay on track to achieve your financial objectives.
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