Financial Adviser · ORAN PARK, NSW

Natalie Nielsen

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000410507

Natalie Nielsen is a financial adviser based in Oran Park, New South Wales, with 15 years of experience in the financial services industry. Natalie is currently authorised under Count Financial Limited. Natalie 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Natalie 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: Not authorised to provide personal advice on Margin Lending or SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Kaplan

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Count Financial Limited

Feb 2020 - Present Current

Not authorised to provide personal advice on Margin Lending or SMSF.

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Jul 2018 - Feb 2020 Ceased

Superannuation excludes Self-Managed Superannuation Funds

DOVER FINANCIAL ADVISERS PTY LTD

Mar 2016 - Jul 2018 Ceased

Ri Advice Group Pty Ltd

Aug 2011 - Mar 2016 Ceased

Securities: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register