NATALIE BORDUN

Financial Adviser · Unley, SA

Registered

Registration Number

000299661

Registration Status

Registered

Location

Unley, SA 5061

Providing Advice Since

2005

Registration Date

17/09/2014

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2000 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute
2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2010 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
2017 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.