Natasha Anderson
Private Wealth Adviser
Assisting clients navigate the complexities of their financial world and bringing it all together through a holistic service is key to establishing long-term relationships.
Natasha is a Certified Financial Planner providing financial planning advice in the areas of wealth creation, tax & asset structuring and retirement planning. She works closely with Senior Advisers as a secondary Adviser to clients with particularly complex financial worlds and family groups.
Natasha’s strong attention to detail and technical background helps her provide a tailored service to her client’s, providing them with a holistic advice service and peace of mind.
Areas of expertise
- Planning for Private Family Groups
- Superannuation, SMSFs & Retirement Planning
- Tax Planning & Tax & Asset Structuring
Qualifications
- Bachelor of Economics (Majoring in Economics & Finance)
- Certified Financial Planner (CFP®)
Membership & associations
- Certified Financial Planner Member of the Financial Planning Association of Australia (FPA)
Areas of expertise
- Planning for Private Family Groups
- Superannuation, SMSFs & Retirement Planning
- Tax Planning & Tax & Asset Structuring
Qualifications
- Bachelor of Economics (Majoring in Economics & Finance)
- Certified Financial Planner (CFP®)
Membership & associations
- Certified Financial Planner Member of the Financial Planning Association of Australia (FPA)