Nathan Thomas

Nathan Thomas

SSA
Company
Everest Wealth
Title
Associate Adviser
Profession
Other
Address
125 Cambridge St, WEST LEEDERVILLE WA 6007, Australia
Qualifications
Finance & Mortgage Broking (Diploma) - Kaplan Professional, 2021
Accredited Derivatives Adviser Level 1 (Designation) - Kaplan Professional, 2016
Commerce (Finance) (Bachelor) - Curtin University, 2015
Value Investing (Certificate) - Stanford Business School, 2020
SMSF Specialist Advisor (Designation) - SMSF Association, 2020
Financial Planning (Masters) - Kaplan Professional, 2024
Financial Planning (Diploma) - Kaplan Professional, 2016
Value Investing (Certificate) - Columbia Business School, 2020
Alternative Investments (Certificate) - Harvard Business School, 2020
Investment Philosophies (Certificate) - NYU Stern School of Business, 2020
Advanced Valuation (Certificate) - NYU Stern School of Business, 2020
Investment Foundations (Certificate) - CFA Institute, 2020
Advisor

Summary

Nathan has gained over a decade of experience in the Wealth Management industry, having worked at Citibank Wealth Management, a Hedge Fund and in Financial Planning.

Get in touch with Nathan Thomas