Financial Adviser
· SYDNEY, NSW
Natalie Elizabeth Conroy
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261600
Natalie Elizabeth Conroy is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Natalie is currently authorised under Australia National Investment Group Pty Ltd. 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 CFP from Financial Planning Association of Australia. Natalie is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
Curtin University
2006
Diploma of Financial Services (Financial Planning)
KAPLAN
2008
Advanced Diploma of Financial Services (Financial Planning)
KAPLAN
2011
CFP
Financial Planning Association of Australia
2013
SMSF accreditation
KAPLAN
2019
Ethics and Professionlism in Financial Advice
Ethics - Kaplan