Natalie has over eight years experience in the Financial Services Sector and has spent the past two years specialising in Risk Management and Mortgage Broking. Her specialisation in these two areas of financial advice gives her more time to focus on providing tailored solutions for her clients.
Natalie is a very goal driven individual and she applies this same philosophy to her clients and their wellbeing. She always aims to exceed clients’ expectations and provides her clients with high quality service that helps them attain the best possible outcome. She takes a proactive approach to researching new and innovative products and strategies to ensure clients have access to leading products and services.
She prides herself on building successful relationships and will assist her clients in building protection for themselves and their loved ones, as well as helping them to achieve their personal debt management objectives.
Natalie is a member of the Corporate Social Responsibility Committee at Nexia and actively participates on behalf of the firm by supporting various charities.
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Business (Accounting)
Diploma in Finance and Mortgage Broking
Member of the Mortgage & Finance Association of Australia
Member of the Financial Planning Association of Australia
- Insurance (Risk)
- Debt Management
- Mortgage Broking