Natalie is our Practice Manager. She is responsible for the oversight of all work performed by staff at Strategic Wealth Partners as well as ensuring Technical compliance of advice and management of staff workflow including Paraplanning. 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). Over her time working for our organisation, Natalie has held a number of roles and this has given her an intimate understanding of both our operational requirements as well as detailed knowledge of all our individual clients.
Originally, from Cochin in India, Natalie, her husband Anton & their two children immigrated to Australia.