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Natalie Moorfoot
BBus(Fin) AdvDipFinPlan
Private Client Adviser
I am passionate about helping my clients achieve their goals and obtain financial security for their future. I do this by engaging with them to understand their needs and objectives and help them every step of the way.
After completing a Bachelor of Business (Finance), Natalie commenced her career in financial services in 2014 and achieved an Advanced Diploma of Financial Planning in 2018. She has extensive experience working in financial planning firms and institutions both large and small.
Investment Style
Natalie is a holistic financial adviser who is driven by exceptional client service and helping clients achieve their financial goals. She is experienced in wealth creation, portfolio management and superannuation, including self-managed super funds.
Services and Specialties
Wealth Management
Retirement and Estate Planning
Financial Planning
Superannuation Advice
Personal Insurance
Qualifications and Professional Affiliations
Tax for Financial Advising
Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Business (Finance)
Advanced Diploma Financial Planning
Associations
Member of the Financial Advice Association Australia
Competencies
Financial Planning
Securities
Life Insurance
Superannuation
Managed Investments
Generic
I am employed by Forefront Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Springfield-Ipswich. My employer remunerates me by way of salary and percentage of fees.
