Natalie Bordun
Financial Adviser
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About
Natalie Bordun is an ASIC-registered financial adviser based in Unley, SA, committed to helping clients achieve their financial goals through tailored and comprehensive advice. With a career spanning over two decades, Natalie holds a Diploma of Financial Markets, a Diploma of Financial Planning, is a Certified Financial Planner, and has completed a Graduate Diploma of Financial Planning from Deakin University. Her qualifications also include specialized knowledge in Margin Lending and Geared Investments, Aged Care, and Listed Products. Natalie is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Natalie's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Aged care financial planning Whether you're planning for retirement, seeking to grow your wealth, or require guidance on aged care financial matters, Natalie can provide the expert advice you need. Contact Natalie today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Natalie Bordun offer?
Natalie Bordun provides advice on superannuation, insurance, wealth management, retirement planning, investment strategies, and aged care financial planning.
What qualifications does Natalie Bordun have?
Natalie holds a Diploma of Financial Markets, a Diploma of Financial Planning, is a Certified Financial Planner, and has completed a Graduate Diploma of Financial Planning from Deakin University. She also has specialized qualifications in margin lending, geared investments, aged care, and listed products.
How does Natalie Bordun work with clients to create a financial plan?
Natalie works closely with each client to understand their individual financial circumstances, goals, and risk tolerance. She then develops a tailored financial plan designed to help them achieve their objectives.
What can I expect during my first meeting with Natalie Bordun?
During your initial consultation, Natalie will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity for you to get to know Natalie and determine if she is the right financial adviser for you.
Does Natalie Bordun specialize in any particular area of financial planning?
Yes, Natalie has specialist knowledge in aged care financial planning and advice on listed products.
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