Financial Adviser
· SPRINGFIELD CENTRAL, QLD
Natalie Kate Moorfoot
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270139
Natalie Kate Moorfoot is a financial adviser based in Springfield Central, Queensland, with 8 years of experience in the financial services industry. Natalie is currently authorised under Morgans Financial Limited. 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 Bachelor of Business (Finance) from Queensland University of Technology.
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
2013
Bachelor of Business (Finance)
Queensland University of Technology
2017
Diploma of Financial Planning
Kaplan
2017
Tax for Financial Advising
Kaplan
2018
Advance Diploma of Financial Planning
Kaplan Professional
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2020
Tier 1 Margin Lending
Other - Kaplan
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
Source: ASIC Financial Advisers Register