Financial Adviser
· WURTULLA, QLD
Natalie Ann Williams
No disciplinary history on record with ASIC
WURTULLA,
QLD
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292668
Natalie Ann Williams is a financial adviser based in Wurtulla, Queensland, with 5 years of experience in the financial services industry since 2021. Natalie is currently authorised under Alliance Wealth, operating through Sea Advisory. 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 Postgraduate Diploma in Financial Planning from University of the Free State (South Africa).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Authorised to provide tax financial advice services
Qualifications and Training
2015
Postgraduate Diploma in Financial Planning
University of the Free State (South Africa)
2019
Diploma of Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2022
Self Managed Superannuation Funds Program (FPE016)
Kaplan Higher Education
Registration History
Superannuation authorisation excludes Self-Managed Superannuation Funds
Source: ASIC Financial Advisers Register