Financial Adviser · HELENSVALE, QLD

Natalie Virr

12 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001002739

Natalie Virr is a financial adviser based in Helensvale, Queensland, with 12 years of experience in the financial services industry. Natalie is currently authorised under Endeavor Asset Management 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 Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Product only

Authorised to provide tax financial advice services

Qualifications and Training

2014

Securities and Managed Investments

Kaplan

2016

Advanced Diploma of Financial Planning

Kaplan

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2021

Graduate Diploma of Financial Planning

Kaplan Professional

2021

Self Managed Superannuation Funds

Kaplan

2025

Accredited Listed Product Adviser (ALPA)

Kaplan Professional

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product only

WEALTH TRAIL PTY LTD

Sep 2023 - Feb 2025 Ceased

Government Debentures, Stocks or Bonds - Class of product Only

Positive Dynamics Pty. Ltd.

Mar 2020 - Aug 2023 Ceased

SUNCORP FINANCIAL SERVICES PTY LTD

Jul 2016 - Mar 2020 Ceased

Superannuation excludes SMSF Advice

National Australia Bank Limited

Jul 2014 - May 2016 Ceased

Source: ASIC Financial Advisers Register