Financial Adviser
· TUGGERAH, NSW
Natasha Palmer
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456808
Natasha Palmer is a financial adviser based in Tuggerah, New South Wales, with 12 years of experience in the financial services industry. Natasha is currently authorised under Lifespan Financial Planning Pty Ltd. Natasha 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 Bachelor of Finance from University of Newcastle Australia. Natasha is a member of CPA Australia (CPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Finance
University of Newcastle Australia
2014
Diploma of Financial Planning
International Institute of Technology
2018
CPA Program
CPA Australia
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
Registration History
Financial product advice restricted as per "Notice of Authorisation" issued
Not authorised to provide personal advice on Standard Margin Lending
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Not authorised to provide personal advice on SMSF.
Source: ASIC Financial Advisers Register