Financial Adviser · TOOWONG, QLD

Natalie Claire Gordon

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000441211

Natalie Claire Gordon is a financial adviser based in Toowong, Queensland, with 13 years of experience in the financial services industry. Natalie is currently authorised under Akumin Financial Planning Pty 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Hillross Financial Services Limited

Jun 2013 - Jun 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register