Associate Wealth Adviser – Strategy
BCom(Hons), DipFP, AFP®
Nathan Sadeghi is an associate wealth adviser in the Melbourne Family Wealth Management team, providing tailored strategic financial advice to assist clients in meeting their goals and objectives. He works closely with members of the team to provide advice in areas including superannuation and retirement planning, tax-effective wealth accumulation, Centrelink and redundancy advice.
Nathan is committed to maintaining a ‘client first’ attitude and sees his strength in analysing each person’s unique situation to determine a wealth management strategy which offers them appropriate opportunities.
“In today’s complex and ever changing financial and economic environment, it’s important to provide clients with the advice and support they need to help navigate any hurdles and effectively manage their financial position now – and into the future.”
Nathan joined Dixon Advisory as an intern and has worked with senior advisers in the strategic advice team to assist clients and grow his knowledge and skill base – allowing him to be well positioned to support them in meeting their financial goals.
He has a Bachelor of Commerce in Accounting and Finance from Monash University and achieved First Class Honours in Finance through his post-graduate studies. Nathan has also completed his Diploma of Financial Planning, is an AFP member of the Financial Planning Association of Australia and is currently studying the Certified Financial Planner® (CFP) Certification Program.