Financial Adviser
· ARMADALE, WA
Natalie Crosswell
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252843
Natalie Crosswell is a financial adviser based in Armadale, Western Australia, with 22 years of experience in the financial services industry. Natalie is currently authorised under Matrix Planning Solutions 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. Natalie is a member of Financial Advice Association of Australia (FAAA).
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
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2016
Self Managed Superannuation Funds Course
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education