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Nathan Lear
Director And Private Client Advisor at Hewison Private Wealth
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Work Experience
Director And Private Client Advisor
Jan 2007 - Present · 17 years and 11 months
Para Planner And Client Services
Jan 2006 - Jan 2007 · 1 years
Graduate Program
Jan 2005 - Dec 2005 · 11 months
Company Details
51-200 Employees
Hewison Private Wealth is one of Australia's leading, award-winning wealth management and financial advice firms. Established in 1985, we have gained over 38 years of experience and currently manage $2+ billion in funds under management. We take great pride in designing bespoke investment portfolios for clients that deliver on their dreams, goals, and objectives. We are completely independent, adopting a direct investment philosophy, and have always been a commission-free firm. This ensures the way we treat a client's financial future is aligned with what's in their best interest, every step of the way. All Hewison Private Client Advisers have the highest possible CFP designation, tertiary qualifications, and are professionally certified. This knowledge and expertise provides clients with great confidence and a high level of trust with the entire Hewison team.
Year Founded
1985
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Level 8/417 St Kilda Road Melbourne, VIC 3004, AU
Keywords
Independent Financial AdviceInvestment structuring and planningFinancial PlanningInvestment ManagementPortfolio AdministratioWealth creatioAsset managementSelf Managed Super Fund (SMSF)SuperannuatioFinancial Management
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