Financial Consultants in Bakery Hill, Ballarat, VIC with website
Find accurate info on the best financial consultants in Bakery Hill, Ballarat. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Financial Consultants' category in Bakery Hill, Ballarat
37 Main Road, Ballarat, 3350
(03) 5332 9493
Nathan has worked in the financial services industry since 2009 working in various leadership roles and branch management in the banking sector. After completing his Diploma and Advance Diploma in Financial Planning he moved into a Financial Planning role in 2013. Since moving into this role Nathan has continued to develop his skills and knowledge by undergoing his MBA which he completed in 2017. Nathan is passionate about helping clients to achieve their financial well being through providing his clients with tailored financial advice. 37 Main Road, Ballarat, 3350
0418 638 271
Chris began his career in Risk Advice after securing a Management/Para-planning role with a well-established Risk Advice practice in 2012. He was mentored by the Senior Planner and after a short time was encouraged to gain the relevant qualifications to move into an advisory role.Chris completed a Diploma of Financial Planning, obtained RG146 qualification and began providing Risk Insurance Advice in 2013. He continues to build his knowledge through regular professional development and ongoing training. Chris received recognition by way of a Certificate of Excellence in 2015 for his commitment to providing outstanding advice after achieving the highest Advice Quality Rating possible. He was also nominated for the 2015 Rising Star of the Year Award by his Financial Services Licensee. Chris prides himself on being very thorough in his process and going the extra lengths to achieve appropriate outcomes for all of his clients.