Natalie is responsible for Technical & Paraplanning. She is our key researcher for client fund and insurance reviews. Natalie holds a Diploma of Financial Planning.
Natalie joined us in 2010, with a change of career from the HR specialist positions she held in Dubai & Bangalore since obtaining her MBA (Human Resource Management).
Originally, from Cochin in India, Natalie, her husband Anton & their children immigrated to Australia. In her role of Customer & Adviser Support, Natalie ensures smooth implementation of our client’s financial plans and preparing documentation for the Financial Planner and para-planning team.