Nataliya Sard

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MAppFin GradDipFP CFP® SSA™

Authorised Representative: 000412199

Senior Financial Planner

"I believe every client is unique, so I support you with a unique financial plan built around your personal aspirations, priorities and lifestyle."

Nataliya has been providing comprehensive wealth managament advice to clients for over a decade. Nataliya partners with clients to help them achieve financial success. She takes a holistic approach to financial advice, ensuring a strong emphasis is placed on appropriate financial structures to maximise the outcome of the strategies developed. Her objective is not simply to grow your wealth in the future but to help you enjoy it in the present.

Services and specialities

  • Aged Care
  • Financial Planning
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Wealth Management

Investment Style

Nataliya's experience and strong passion centres on strategic asset allocation, client's individual goals, preferences and risk appetite. She believes that the diversification is an important aspect of any investment portfolio as it helps to minimise to some degree the losses that may occur in one asset sector with gains in another. Open and honest communication, review of investments and strategic advice is the foundation to quality ongoing client-adviser relationships

Industry Education & Experience

Qualifications
  • Masters of Applied Finance, Kaplan, 2010
  • CERTIFIED FINANCIAL PLANNER®, FPA, 2012
  • SMSF Specialist Advisor™ (SSA) Accreditation, SMSF Association, 2017
  • FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2020
  • Graduate Diploma of Applied Finance, Kaplan, 2009
  • Certificate IV in Finance & Mortgage Broking, Kaplan, 2014
  • Margin Lending & Geared Investments, Kaplan, 2014
  • Self Managed Superannuation Funds, Mentor Education, 2014
Professional Associations
  • CFP® Member of the Financial Planning Association of Australia
  • Specialist Member of SMSF Association
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me as your adviser by way of salary.