NATALIE JADE VANDORT

Financial Adviser · West Melbourne, VIC

Registered

Registration Number

001270303

Registration Status

Registered

Location

West Melbourne, VIC 3003

Providing Advice Since

2018

Registration Date

03/09/2024

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2014 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Fusion Business College
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2024 - FPC006 Taxation for Financial Planning - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.