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Nathan M. Email & Phone Number

Financial Planner at HPH Solutions
Location: Greater Perth Area, Australia 12 work roles 9 schools
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Current company
HPH Solutions
Role
Financial Planner
Location
Greater Perth Area, Australia
Company size
16 employees

Who is Nathan M.? Overview

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Quick answer

Nathan M. is listed as Financial Planner at HPH Solutions, a with 16 employees, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Nathan M..

Nathan M. previously worked as Associate at Hph Solutions and Business Development Manager at Insignia Financial. Nathan M. holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Australia.

Company email context

Email format at HPH Solutions

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HPH Solutions

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Profile bio

About Nathan M.

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.

Listed skills include Wealth Management, Superannuation, Financial Advisory, Investments, and 32 others.

Current workplace

Nathan M.'s current company

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HPH Solutions
Hph Solutions
Financial Planner
australia
Website
hphsolutions.com.au
Employees
16
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12 roles

Nathan M. work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Hph Solutions

Perth, Western Australia, Australia

Jul 2024 - Present

Business Development Manager

Insignia Financial

Perth, Western Australia, Australia

Certificate of Service - 20 years

Oct 2021 - Dec 2022

Regional Sales Manager

Insignia Financial

Perth, Australia

Certificate of Service - 15 years

Oct 2016 - Oct 2021

State Sales Manager

Insignia Financial

Perth, Australia

AFA Certificate of Appreciation (Oct 2015)

Oct 2011 - Oct 2016

State Sales Manager

Australian Skandia

Perth, Australia

WA State Finalist - Money Management BDM of the Year (Feb 2008)

Apr 2007 - Feb 2009

Business Development Manager

Australian Skandia

Perth, Australia

Oct 2003 - Mar 2007

Business Development Specialist

Australian Skandia

Sydney, Australia

Jul 2003 - Sep 2003

Customer Service Representative

Australian Skandia

Sydney, Australia

Mar 2002 - Jun 2003

Client Administration Officer

Asgard Wealth Solutions
Apr 2001 - Mar 2002

Customer Service Representative

Challenge Bank

Osborne Park, Western Australia

Jan 1999 - Mar 2001
Team & coworkers

Colleagues at HPH Solutions

Other employees you can reach at hphsolutions.com.au. View company contacts for 16 employees →

ZL Zacary Leeson Cfp® Zacary Leeson Cfp® Colleague at Hph SolutionsGreater Perth Area, Australia View → PB Paul Black Paul Black Colleague at Hph SolutionsComo, Western Australia, Australia View → MH Matt Hern Matt Hern Colleague at Hph SolutionsPerth, Western Australia, Australia View → DH Dustan Houchens Dustan Houchens Colleague at Hph SolutionsWest Lafayette, Indiana, United States View → LW Liam Wallace Liam Wallace Colleague at Hph SolutionsGreater Perth Area, Australia View → MD Melissa Dixon Melissa Dixon Colleague at Hph SolutionsGreater Perth Area, Australia View → KL Kylie Lindquist Kylie Lindquist Colleague at Hph SolutionsGreater Perth Area, Australia View → PB Paul Burton Paul Burton Colleague at Hph SolutionsGreater Perth Area, Australia View → KD Kyh Dickson Kyh Dickson Colleague at Hph SolutionsPerth, Western Australia, Australia View → LB Lyarna Ball Lyarna Ball Colleague at Hph SolutionsGreater Perth Area, Australia View →
9 education records

Nathan M. education

Graduate Diploma Of Financial Planning, Financial Planning And Services

Kaplan Australia

Standard Mental Health First Aider

Mental Health First Aid Australia

This 12-hour course teaches skills for providing initial help to a person who is developing a mental health problem or experiencing.

Accidental Counsellor

Lifeline Wa

The Accidental Counsellor course provides non-counsellors with basic skills to assist people dealing with difficult situations or who may.

Diploma Of Financial Services, Financial Planning

Financial Services Institute Of Australasia

Education record

Saint Patrick'S College, Geraldton Wa
FAQ

Frequently asked questions about Nathan M.

Quick answers generated from the profile data available on this page.

What company does Nathan M. work for?

Nathan M. works for HPH Solutions.

What is Nathan M.'s role at HPH Solutions?

Nathan M. is listed as Financial Planner at HPH Solutions.

Where is Nathan M. based?

Nathan M. is based in Greater Perth Area, Australia while working with HPH Solutions.

What companies has Nathan M. worked for?

Nathan M. has worked for Hph Solutions, Insignia Financial, Australian Skandia, Asgard Wealth Solutions, and Challenge Bank.

Who are Nathan M.'s colleagues at HPH Solutions?

Nathan M.'s colleagues at HPH Solutions include Zacary Leeson Cfp®, Paul Black, Matt Hern, Dustan Houchens, and Liam Wallace.

How can I contact Nathan M.?

You can use AeroLeads to view verified contact signals for Nathan M. at HPH Solutions, including work email, phone, and LinkedIn data when available.

What schools did Nathan M. attend?

Nathan M. holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Australia.

What skills is Nathan M. known for?

Nathan M. is listed with skills including Wealth Management, Superannuation, Financial Advisory, Investments, Strategic Financial Planning, Retirement Planning, Financial Planning, and Wealth.

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