Who is  

 Lime Financial Planning 

OUR STORY

GETTING ADVICE RIGHT

In 2015, Lime Financial Planning was born out of a conversation between Andrew Burgan, an industry veteran and mortgage broker of 20 years, and Nathan Fradley, a Senior Financial Planner, who realised they shared a common view of financial advice.  

They believe that Astute Advice, Impeccable Service and Meaningful Education can take away the financial stress of everyday Australians, and help them significantly improve their situations to live their best life.

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Meet The Team

Interested in taking the next step?

 

Nathan Fradley FChFP

 

- Accredited Aged Care Professional -  

- Retirement Expert - 

- Insurance Guru - 

- Responsible and Ethical Investment expert - 

 

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Nathan is our head of advice and Senior Financial Planner.

He has been a financial planner since 2011, starting his career at a bank. He left to start Lime with Andrew in 2015 as they saw an opportunity to offer advice in a fresh way.

If you ask our clients what they love about working with Nathan, they all say the same thing: "Passion". 

Nathan loves what he does, which is immediately clear once you meet with him - his enthusiasm to improve the lives of his clients is infectious. 

Nathan also has a keen interest in health and fitness working as a strength and conditioning coach, and competing in Strongman events at a national level.

Qualifications and Notable Achievements

- 2020 Affinia Adviser of the Year -

- 2020 XY Adviser Brains Trust Award - 

Bachelor of Business (Economics/Finance}

Advance Dip. Financial Services (Financial Planning)

Fellow Chartered Financial Planner

Accredited Aged Care Professional

SMSF Accreditation

Gearing Accreditation

Listed Product Adviser Accreditation

NAB Leading Lights (2011)

Nathan Fradley is appointed by Fradburg Partners Pty Ltd as trustee for Fradburg Trust trading as Lime Financial Planning  ABN 17 871 636 873 as an Authorised Representative No. 473667 of Affinia Financial Advisers Limited AFSL No. 237857 ABN: 13 085 335 397

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Andrew Burgan

- Co-Founder - 

Andrew Burgan is a co-founder of Lime Financial Planning, as well as the director of our sister mortgage broking company Lime Financial Services. 

With 20 years of experience in the financial services industry Andrew has grown through enormous change and has a wealth of experience in not only Credit Advice but also in Property, Investments, Aged Care and Economics. 

Within his role at Lime Financial Planning, he acts as a director providing strategy and direction.

If you would like to speak with Andrew about loans or lending in general, visit their website 

 

LIME FINANCIAL SERVICES

 

Qualifications and Notable Achievements

Bachelor of Business (Business Administration)

Advance Dip. Financial Services (Mortgage Booking)

Give us a call on 03 9801 8822

Email us at planning@limefinancial.com.au

Find us at Suite 405, Level 4, Knox City Centre (in the tower) Wantirna VIC 3152

DISCLAIMER: The information contained within our website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. 

Because of this, you should consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

Fradburg Partners Pty Ltd ATF Fradburg Trust TA Lime Financial Planning ABN 17 871 636 873 is a Corporate Authorised Representative of

Affinia Financial Advisers Limited AFSL No. 237857 ABN: 13 085 335 397