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)