Natalie is our new Head of Wealth Management
Natalie has extensive experience in financial planning and wealth management.She has extensive experience in financial planning and wealth management.
Financial services is her second career her first one was in health. Of the back of that she built strong interpersonal skills. She instinctively nurtures and empathises with people.
Natalie is passionate about delivering high quality and strategic financial advice tailored to clients' unique needs and circumstances.She has many years’ experience working in wealth management and finance and is highly motivated by working with clients that have a desire to make valuable decisions for their lifestyle and future objectives.
She finds dealing with different people every day is quite stimulating and so she decided to exit health she went back to university to complete her Bachelor of Commerce degree in 2003. After completing university, she went into the IT industry dealing with network systems and management. From there by chance, she moved into financial service industry.
She has exceptional analytical and research skills developed in para-planning where she was able to develop the technical aspects of financial services when putting together quality and in-depth reports that are tailored to each client’s individual needs.
In 2011 she became a Certified Financial Planner and has been working in personal/business risk mitigation, wealth accumulation strategies,compliance, superannuation, and life insurance.
Natalie is driven by delivering holistic outcome-based client solutions that ensure the best outcomes for her clients meeting their values and long-term prosperity goals
Reach out to Natalie to discuss your needs
Natalie enjoys meeting new clients and developing ways in which she can provide them with the best possible support. Phone or email Natalie for an introduction. More information on Natalie is available here. She would love to organise a time to meet and discuss how we can create a personalised solution suited to your needs.
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