Natalie Summers Email & Phone Number
Paraplanner @ cosca
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Natalie Summers Location
- Newcastle, NSW, AU
Natalie Summers Work
- 2025 -now Paraplanner @
- 2023 -2025 Advice Writer @
- 2021 -2023 Altim Property @
- 2010 -2021 Financial Adviser @
- 2008 -2010 Para Planner and Technical Services @
- 2002 -2008 Client Relationship Manager and Client Services @
Natalie Summers Education
- Deakin University
Bachelor's Degree (Commerce)
2014-2017 - Kaplan
Self Managed Super Funds (SMSF) (Superannuation)
2016-2016 - Pinnacle Financial Services Academy
Diploma Financial Planning (Financial Planning and Services)
2013-2014 - Pinnacle Financial Services Academy
Advanced Diploma Financial Planning (Financial Planning and Services)
2014-2014
Natalie Summers Skills
- Financial Modeling
- Manage Client Relationships
- Technical Documentation
- Personal Financial Planning
- Client Liaison
- Office Administration
- Superannuation
- Investments
- SMSF
- Pensions
- High Net Worth Individuals
- Income Protection
- Strategic Financial Planning
- Financial Planners
- Wealth Accumulation
- Financial Planning
- CRM
- Insurance
- Financial Services
- Retirement Planning
- Wealth Management
- Self Managed Superannuation Funds (SMSF)
- Wealth
- High Net Worth
- Manage Client
- Self Managed Superannuation Funds Smsf
- Personal Financial
- Strategic Financial
- Self Managed Superannuation Funds
Natalie Summers Summary
- Natalie Summers, based in Newcastle, NSW, AU, is currently a Paraplanner at cosca. Natalie Summers brings experience from previous roles at Hunter Financial Pty Ltd, Altim Property, Fitzpatricks Private Wealth and All Financial Services Pty Ltd. Natalie Summers holds a 2014 - 2017 Bachelor's Degree in Commerce @ Deakin University. With a robust skill set that includes Financial Modeling, Manage Client Relationships, Technical Documentation, Personal Financial Planning, Client Liaison and more. Natalie Summers has 1 emails on RocketReach.
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