Natalie Crosswell
Financial Adviser in Armadale, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252843
- Location
- Armadale WA 6112
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 19 January 2004
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2014); Self Managed Superannuation Funds Course, Mentor Education (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Natalie Crosswell
On the Financial Advisers Register kept by ASIC, Natalie Crosswell appears as a current financial adviser in Armadale, Western Australia, adviser number 000252843.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 19 January 2004.
The register records 2004 as the year Natalie first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Margin Lending and Geared Investments Course (Kaplan Professional, 2010) and Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Natalie Crosswell a registered financial adviser?
Yes. Natalie Crosswell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252843.
Which licensee does Natalie Crosswell work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Natalie Crosswell 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.