Financial Adviser · ANNERLEY, QLD · Claimed profile

Natalie Ruth Medek

ANNERLEY, QLD
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001303164

About Natalie Ruth Medek

I love working with this team to problem solve and jump into the trenches with our clients.

Before JEM Wealth, I was troop leading as a junior officer in the Army. Life in barracks and field is challenging, but I learned quickly that I am good at time-based, goal-oriented planning and strategy. I value efficiency, which starts with compassion. I want to know: what do you really care about? A plan is useless if the goals are the wrong goals!

Since starting at JEM Wealth in 2021, I have guided many clients to clarify their goals and win battles in their finances. We can initiate strategic re-allocation of money (such as, investing in or out of super) and minimise tax to increase the efficiency of each dollar in your money system.

I will use my humour to motivate you to fight for every percent. Let's secure your financial future! I especially love to work with you in the massive life changes: coming up to retirement, having a baby, or getting used to a new or unanticipated relationship status.

When I am not at JEM Wealth, I am most likely with people I love, outdoors, enjoying God's beautiful creation. I am still a proud member (now, a Captain) in the Army Reserves and serve at my local church.

Profile content supplied by the adviser.

Specialisations

Retirement planning Superannuation SMSF Insurance Investment advice Estate planning Tax strategies Debt management Centrelink / Government benefits

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

2022
AYB219 Taxation Law
Queensland University of Technology
2022
BSB111 Business Law and Ethics
Queensland University of Technology
2022
Bachelor of Business (Financial Planning)
Queensland University of Technology
2023
Accredited Listed Product Adviser Program
Kaplan
2023
SMSF Regulations and Taxation
Kaplan

Registration History

Apr 2023 - Present Current

Source: ASIC Financial Advisers Register