Natalie Claire Gordon
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000441211
- Location
- Toowong QLD 4066
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 7 July 2015
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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, 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 Claire Gordon
Natalie Claire Gordon is a financial adviser in Toowong, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000441211.
Natalie provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 7 July 2015.
According to the register, Natalie first provided financial advice in 2013. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2012), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2024).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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 Claire Gordon a registered financial adviser?
Yes. Natalie Claire Gordon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000441211.
Which licensee does Natalie Claire Gordon work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Natalie Claire Gordon 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; 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."