Natalie Bordun
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000299661
- Location
- Unley SA 5061
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 17 September 2014
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Markets, Securities Institute (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Accredited Aged Care Professional, Aged Care Steps (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Deakin University (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Natalie Bordun
Natalie Bordun is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Unley, South Australia (adviser number 000299661).
Natalie provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 17 September 2014.
The register records 2005 as the year Natalie first provided financial advice. The qualifications listed for Natalie include Diploma of Financial Markets (Securities Institute, 2000), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2010).
Natalie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Natalie Bordun a registered financial adviser?
Yes. Natalie Bordun is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299661.
Which licensee does Natalie Bordun work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Natalie Bordun give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."