Natalie Randall
Financial Adviser
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About
Natalie Randall is an ASIC-registered financial adviser based in Tumut, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Accountancy) from Charles Sturt University and accreditations including CPA and Certified Financial Planner (CFP) status, Natalie brings a wealth of knowledge and experience to her practice. Her commitment to ongoing professional development is evident through her completion of specialized courses in SMSFs and Margin Lending. As a member of the Financial Advice Association of Australia (FAAA), Natalie adheres to the highest ethical and professional standards. She is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Retirement Savings Accounts. Natalie provides advice that covers: • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning • Investment advice Ready to take control of your financial future? Contact Natalie today for a consultation and personalized advice tailored to your unique needs and aspirations.
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Frequently Asked Questions
What types of financial advice does Natalie Randall offer?
Natalie Randall provides comprehensive financial advice covering areas such as superannuation, insurance, wealth management, retirement planning and investment strategies. She can help you with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Retirement Savings Accounts.
What qualifications and experience does Natalie Randall have?
Natalie Randall holds a Bachelor of Business (Accountancy), is a CPA and a Certified Financial Planner (CFP). She has extensive experience in the financial services industry and continually updates her knowledge through ongoing professional development.
How does Natalie Randall approach financial planning?
Natalie Randall takes a personalized approach to financial planning, working closely with each client to understand their individual goals, circumstances, and risk tolerance. She then develops tailored strategies to help them achieve their financial objectives.
What can I expect during my first consultation with Natalie Randall?
During your initial consultation with Natalie, you can expect a thorough discussion of your financial situation, goals, and concerns. Natalie will explain her approach to financial planning and answer any questions you may have. This is an opportunity to see if Natalie is the right fit for your needs.
Does Natalie Randall specialize in Self-Managed Superannuation Funds (SMSFs)?
Yes, Natalie Randall has completed specialized training in Self-Managed Superannuation Funds (SMSFs) and can provide expert advice in this area.
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