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.