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About Me

Natalie has 26 years of experience in the financial planning industry, 13 of these years in the provision of financial advice. Natalie attained an Advanced Diploma in Financial Services on 20 June 2018 and a Diploma in Financial Services on 12 July 2010 from Kaplan Education Pty Ltd.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Count Financial Limited

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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