Financial Adviser
· SYDNEY, NSW
Natalie Berrell
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268606
About Natalie Berrell
Natalie Berrell is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Natalie is currently authorised under Pwp Advisory, operating through Private Wealth Partners Advisory. Natalie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Natalie's qualifications include a Bachelor of Commerce (Finance and Commercial Law) from University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Finance and Commercial Law)
University of Sydney
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited