Financial Adviser · MELBOURNE, VIC

Natallia Smith

MELBOURNE, VIC

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 001001424

Currently at

The Trustee For Ewig Investments Trust

Melbourne, VIC (firm address)

View firm profile

Natallia Smith is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Natallia is currently authorised under Truwealth Group, operating through The Trustee For Ewig Investments Trust. Natallia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Natallia's qualifications include a Masters of Business (Banking and Finance) from Monash University. Natallia is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Psychology

Gomel State University

2006

Advanced Diploma of Financial Services

FINSIA

2006

Graduate Certificate of Business

Monsah University

2012

Diploma of Finance and Mortgage Broking Management

Kaplan

2016

Masters of Business (Banking and Finance)

Monash University

Registration History

Truwealth Group Pty Ltd

Sep 2017 - Present Current

Assetplan Financial Services Pty Ltd

Sep 2010 - Sep 2017 Ceased

Source: ASIC Financial Advisers Register