Natalie has worked in various roles within the financial services industry for over six years. She has gained experience in client services, general advice, insurance and self-managed superannuation funds.
Natalie chose to pursue a career in financial planning to help people achieve financial freedom so that they can enjoy more of things that truly matter, such as spending time with family or travelling. Her favourite aspect of financial planning is being a part of client’s journeys, assisting them to establish their goals and implementing meaningful changes so that they can achieve the lifestyle they envision.
To further develop her knowledge and skills, Natalie has pursued ongoing study since commencing her career. In the last five years, Natalie has completed the Diploma in Financial Planning and a Double Bachelor’s degree. She is currently studying the Certified Financial Planning certification as she would like to become a holistic financial adviser in the future.
Besides from work and study, Natalie is an avid animal lover and has three dogs. When she is not busy keeping up with her dogs, she enjoys boxing and hopes to competeone day.
Qualifications:
Memberships:
Contact Info:
Phone: 1300 362 264
Email: natalie.tran@spw.com.au