Financial Adviser · WEST MELBOURNE, VIC

Natalie Jade Vandort

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270303

Natalie Jade Vandort is a financial adviser based in West Melbourne, Victoria, with 8 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 Bachelor of Business from Swinburne 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

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

2014

Bachelor of Business

Swinburne University of Technology

2014

Certificate IV in Finance and Mortgage Broking

Fusion Business College

2014

Diploma of Financial Planning

Monarch Institute

2019

Advanced Diploma of Financial Planning

Monarch Institute

2024

FPC006 Taxation for Financial Planning

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Sep 2024 - Present Current

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

Charter Financial Planning Limited

Dec 2018 - Sep 2019 Ceased

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

Source: ASIC Financial Advisers Register