Financial Adviser
· MOFFAT BEACH, QLD
Natalie Alison Martin-booker
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335258
Natalie Alison Martin-booker is a financial adviser based in Moffat Beach, Queensland, with 25 years of experience in the financial services industry. Natalie is currently authorised under Guidance 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 Certified Financial Planner from FAAA. Natalie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce & Management
Lincoln University
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2008
Self Managed Super Funds
Kaplan Professional
2011
Certified Financial Planner
FAAA
2011
Margin Lending and Geared Investments
Kaplan Professional
2020
Ethics and Professionalism in Financial Adviser
Bridging Course - Ethics - Kaplan Professional
2025
SMSF Specialist Advisor (SAA)
SMSF Association
Registration History
*MDA Services are restricted under supervision of David Bannister, representative and Principal, SIRA Group Pty Ltd AFSL 278423, until 16 February 2025.
AUSTRALASIAN CONSULTING AND INVESTMENT PTY LTD
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
APS MELB PTY LTD
Source: ASIC Financial Advisers Register