NATASHA JULIET ANDERSON

Financial Adviser · North Sydney, NSW

Registered

Registration Number

001271513

Registration Status

Registered

Location

North Sydney, NSW 2059

Providing Advice Since

2018

Registration Date

01/07/2020

Financial Services Licensee

THE LUNAR GROUP PTY LIMITED

Licence #000470948

📚 Qualifications & Training

2011 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales
2015 - Certified Financial Planner CFP - - Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.