Financial Planner, Authorised Representative & Accredited Aged Care Professional™

- Natalie has over 20 years of experience within various sectors of the financial industry, with 10 of those in financial planning.  She completed her Diploma of Financial Planning from Deakin University in 2004, and is a CERTIFIED FINANCIAL PLANNER™ as designated by the Financial Planning Association

Natalie is an Accredited Aged Care Professional™ as per the Aged Care Steps training program. As an Aged Care specialist Natalie has been appointed to the Bupa Aged Care Financial Guidance Panel. She understands seeking the right advice can help you to make the right decisions and reduce the stress on you and your family.

Natalie’s experience includes providing advice in the areas of superannuation, Self-Managed Super Funds, retirement, wealth creation, protection, Aged Care, gearing, redundancy packages, Centrelink issues and business succession planning. Natalie is married with a young son and loves to travel as much as she can.

 

MTA 2017 logo