Nathan Doran

Senior Adviser & Partner

Location

Sydney

Nathan is an experienced adviser to high net wealth family groups and non-profits and provides exceptional end-to-end service to his clients.

As a financial adviser and chartered accountant (CA) with experience working in the accounting, wealth management and financial services industries since the mid 2000s, Nathan began his career working in a mid-tier accounting firm and more recently in a multi-family office advising high net wealth family groups, family businesses, non-profits and charities.

As a trusted adviser and partner at Asteri Asset Management, Nathan provides clients with bespoke holistic wealth management solutions including investment strategy development, portfolio construction and management, strategic structuring, asset protection and succession planning advice as well as financial education for families. As a Partner and equity owner in the firm, Nathan has a strong alignment with his clients and is passionate about developing long lasting client relationships across generations.

Nathan was included in the Australian Barron’s top Adviser’s publications in 2019 to 2026.

Nathan’s qualifications include a Bachelor of Commerce from Monash University, a Graduate Diploma in Chartered Accounting (CA) and a Graduate Diploma in Financial Planning (RG146). Nathan is also a member of the Institute of Chartered Accountants Australia and New Zealand.

 

Location

Sydney