Financial Adviser · KINGSGROVE, NSW

Natalee Catherine Cacozza

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272360

Natalee Catherine Cacozza is a financial adviser based in Kingsgrove, New South Wales, with 8 years of experience in the financial services industry. Natalee is currently authorised under Asvw Financial Services Pty Ltd. Natalee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Natalee is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authority excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2018
Diploma of Financial Planning
Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jul 2022 - Present Current
Authority excludes SMSF
Dec 2018 - Jul 2022 Ceased
Advice on superannuation excludes self managed superannuation funds

Source: ASIC Financial Advisers Register