Qualifications
Certified Financial Planner™
Bachelor of Commerce and Management (Lincoln University, Christchurch 1998)
Diploma of Financial Planning (Deakin University, Melbourne, 2003)
Financial Planning Certificate (Chartered Insurance Institute, UK, 2003)
SMSF Accredited (Kaplan, 2007)
Memberships & Volunteer Associations
Member of the Financial Planning Association (FPA)
and President of Sunshine Coast Chapter of the FPA
Natalie is passionate about ensuring that clients have the greatest opportunity to achieve their short, medium and long term goals. Natalie has been involved in the financial services industry for 20 years. She has worked for a number of leading Australian and international financial service providers including 18 months spent working as a Financial Planner in the United Kingdom.
Natalie’s philosophy is to be true to her client’s needs, bringing a truly holistic approach to wealth management. Natalie can provide advice on the following areas; cash flow and debt management, salary packaging, superannuation and retirement planning, wealth creation, asset protection, insurance and risk management strategies, estate planning and aged care planning.
Clients benefit from Natalie’s outstanding ability to understand their needs and develop a personalised strategic plan tailored to achieving their lifestyle goals and objectives. Natalie is committed to working with clients over the long-term, ensuring that strategies are regularly reviewed as client’s lifestyle situations change and as client’s work towards obtaining their true wealth potential.Email:natalie@wealthmed.com.auPhone:1300 887 137
Michael Schnabel is a Certified Financial Planner™ (CFP) who joined Wealthmed in January 2019 after merging his Sydney based financial planning practice with Wealthmed Australia. Michael began his career as a financial planner in 1990 completing his Diploma of Financial Planning in 1997. He was admitted as a Certified Financial Planner, the highest recognition in the industry, with the Financial Planning Association, in the same year. Michael likens his approach to financial planning to his extensive sprinters coaching experience. He applies these principles when working with his clients. He believes that big goals are achieved by setting smaller, bite-sized goals and keeping his clients accountable and involved along the way. He embodies a values-based philosophy and encourages his clients to establish a plan that will maximise the use of their resources. Research, plan and “enjoy”. Michael has an optimistic and enthusiastic outlook on life and likes to be able to positively impact the people he associates with. Michael starts most days with exercise and spends a lot of his spare time at the beach. He loves to cook for his family who enjoy a primarily plant-based diet. He and his family enjoy travelling and taking in other cultures and all that the world has to offer, particularly when it comes to its diverse culinary opportunities.
Email: michael@wealthmed.com.au
Phone: 1300 887 137