Natalie Crosswell
Financial Adviser
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About
Natalie Crosswell is an ASIC-registered financial adviser based in Armadale, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Natalie's commitment to excellence is demonstrated through her extensive qualifications, including an Advanced Diploma of Financial Services (Financial Planning), Margin Lending and Geared Investments Course, Certificate IV in Finance and Mortgage Broking, Self Managed Superannuation Funds Course, and a Graduate Diploma of Financial Planning. As a proud member of the Financial Advice Association of Australia (FAAA), Natalie adheres to the highest ethical and professional standards. Natalie is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows her to offer holistic solutions tailored to each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Natalie Crosswell today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Natalie Crosswell offer?
Natalie Crosswell provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She can help you with a wide range of financial needs.
What qualifications does Natalie Crosswell have?
Natalie holds an Advanced Diploma of Financial Services (Financial Planning), Margin Lending and Geared Investments Course, Certificate IV in Finance and Mortgage Broking, Self Managed Superannuation Funds Course, and a Graduate Diploma of Financial Planning. These qualifications demonstrate her commitment to providing knowledgeable and professional advice.
How can Natalie Crosswell help me plan for my retirement?
Natalie can help you develop a comprehensive retirement plan tailored to your specific goals and circumstances. This includes assessing your current financial situation, projecting future income needs, and recommending investment strategies to help you achieve a comfortable retirement.
What is the first step in working with Natalie Crosswell?
The first step is to schedule an initial consultation. During this meeting, Natalie will discuss your financial goals, assess your current situation, and explain how she can help you achieve your objectives.
Why should I choose Natalie Crosswell as my financial adviser?
Natalie's extensive qualifications, membership with the FAAA, and dedication to providing personalised advice make her an excellent choice. She is committed to helping her clients achieve financial security and peace of mind.
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