Financial Adviser
· TOOWOOMBA, QLD
Natalie Marie Hartmann
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307249
Natalie Marie Hartmann is a financial adviser based in Toowoomba, Queensland, with 20 years of experience in the financial services industry since 2006. Natalie is currently authorised under Hart Ensole. Natalie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Natalie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Natalie is a member of Finance Brokers Association of Australia (FBAA) and 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
2006
Diploma of Financial Planning
RG146 Training Australia Pty Ltd
2009
Self Managed Super funds
Kaplan Professional
2010
Certificate IV Financial Services & Mortgage
MTA
2011
Margin Lending Accreditation
Financial Essentials
2023
Graduate Diploma of Financial Planning
Kaplan Professional