Nathan Morgan Email & Phone Number
Financial Planner @ HPH Solutions
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Nathan Morgan Location
- Perth, WA, AU
Nathan Morgan Work
- 2024 -now Financial Planner @
- 2022 -2024 Associate @
- 2021 -2022 Business Development Manager @
- 2016 -2021 Regional Sales Manager @
- 2011 -2016 State Sales Manager @
- 2009 -2011 Business Development Manager @
- 2007 -2009 State Sales Manager @ Australian Skandia
- 2003 -2007 Business Development Manager @ Australian Skandia
- 2003 -2003 Business Development Specialist @ Australian Skandia
- 2002 -2003 Customer Service Representative @ Australian Skandia
- 2001 -2002 Client Administration Officer @ Asgard Wealth Solutions
- 1999 -2001 Customer Service Representative @ Challenge Bank
Nathan Morgan Education
- Mental Health First Aid Australia
Standard Mental Health First Aider
2021-2024 - Kaplan Australia
Graduate Diploma of Financial Planning (Financial Planning and Services)
2019-2022 - Lifeline WA
Accidental Counsellor
2019-2019 - Australian Institute of Management
Master of Business Administration (Business Administration and Management, General)
2015-2018 - Edith Cowan University
Graduate Certificate of Business (Finance)
2010-2011 - Financial Services Institute of Australasia
Diploma of Financial Services (Financial Planning)
2002-2010 - Australian Institute of Management
Workshop (Leading your sales team)
2007-2007 - Australian Institute of Management
Workshop (Negotiating skills for sales people)
2007-2007 - Saint Patrick's College, Geraldton WA 1986-1991
Nathan Morgan Skills
- Sales Management
- Superannuation
- Wealth Management
- Financial Planning
- Estate Planning
- Retirement Planning
- Direct Marketing
- Business Planning
- Team Leadership
- Intrapreneurship
- Strategic Financial Planning
- Awesomeness
- Social Media
- Insurance bonds
- Managed Funds
- Time Management
- Pensions
- Investments
- Income Protection
- Financial Advisory
- Financial Risk
- Wealth
- Investment Advisory
- Financial Planners
- Business Development
- Risk Management
- Investment Strategies
- Retirement
- Wealth Management Services
- Wealth Accumulation
- Business Relationship Management
- Financial Services
- Relationship Management
- Management
- Asset Allocation
- Business Relationship
- Pension Funds
- Strategic Financial
Nathan Morgan Summary
- Nathan Morgan, based in Perth, WA, AU, is currently a Financial Planner at HPH Solutions. Nathan Morgan brings experience from previous roles at HPH Solutions and Insignia Financial. Nathan Morgan holds a 2021 - 2024 Standard Mental Health First Aider @ Mental Health First Aid Australia. With a robust skill set that includes Sales Management, Superannuation, Wealth Management, Financial Planning, Estate Planning and more. Nathan Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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