NATALIE KATE MOORFOOT
Financial Adviser · Robina, QLD
📚 Qualifications & Training
2013 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2017 - Tax for Financial Advising - Other - Kaplan
2018 - Advance Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
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.