Financial Adviser
· MELBOURNE, VIC
Natalie Elizabeth Eden
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277734
Natalie Elizabeth Eden is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Natalie is currently authorised under First Samuel 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 (CFP) from Financial Planning Association of Australia. 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
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business (Financial Planning) with Distinction
Royal Melbourne Institute of Technology
2006
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
SMSF Specialist Adviser
SMSF Association
Registration History
Restrictions of Derivatives and Margin Lending
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
Source: ASIC Financial Advisers Register