NATASHA PALMER
Financial Adviser · East Gosford, NSW
📚 Qualifications & Training
2009 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Newcastle Australia
2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2018 - CPA Program - Professional Designations - CPA Australia
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.