Natasha Palmer
Financial Adviser in Tuggerah, New South Wales, Australia
Review Natasha Palmer
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000456808
- Location
- Tuggerah NSW 2259
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 24 May 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Finance, University of Newcastle Australia (2009); Diploma of Financial Planning, International Institute of Technology (2014); CPA Program, CPA Australia (2018); Ethics and Professionalism in Financial Advice, Kaplan (2023); Economic and Legal Context for Financial Planning, Kaplan (2025)
- Memberships
- CPA Australia (CPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Natasha Palmer
Natasha Palmer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tuggerah, New South Wales (adviser number 000456808).
The licensee Natasha advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 24 May 2023.
According to the register, Natasha first provided financial advice in 2014. The qualifications listed for Natasha include Bachelor of Finance (University of Newcastle Australia, 2009), Diploma of Financial Planning (International Institute of Technology, 2014) and CPA Program (CPA Australia, 2018). Natasha is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Natasha is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Natasha Palmer here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Natasha Palmer a registered financial adviser?
Yes. Natasha Palmer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000456808.
Which licensee does Natasha Palmer work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Natasha Palmer 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.