Data sourced from ASIC Financial Advisers Register
Financial Adviser · UNLEY, SA

Natalie Bordun

21 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000299661

Natalie Bordun is a financial adviser based in Unley, South Australia, with 21 years of experience in the financial services industry. Natalie is currently authorised under Charter Financial Planning 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

2000
Diploma of Financial Markets
Securities Institute
2005
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Accredited Aged Care Professional
Aged Care Steps
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Deakin University

Registration History

Charter Financial Planning Limited
Sep 2014 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Westpac Banking Corporation
Jan 2014 - Aug 2014 Ceased
Charter Financial Planning Limited
May 2012 - Jan 2014 Ceased
Matrix Planning Solutions Limited
May 2011 - Aug 2011 Ceased
Hillross Financial Services Limited
Mar 2006 - May 2011 Ceased

Source: ASIC Financial Advisers Register