Natallia Smith Email & Phone Number
Founder and Principal Financial Adviser (Authorised Representative) @ AssetPlan Advisory
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Natallia Smith Location
- Melbourne, VIC, AU
Natallia Smith Work
- 2010 -now Founder and Principal Financial Adviser (Authorised Representative) @
- 2021 -now Executive Committee Member @
- 2017 -now Director and Responsible Manager @ TruWealth Group
- 2015 -now Director @ Belleville Smith Financial
- 2007 -2010 Private Wealth Manager @
- 2006 -2007 Financial Planner @
- 2005 -2006 Authorised Representative and Paraplanner @ Haintz Financial Services
- 2004 -2004 Financial Adviser Assistant @ ipac
- 2003 -2004 Client Services Manager @
Natallia Smith Education
- Women and Leadership Australia
Certificate (Organizational Leadership)
2016-2017 - Monash University
Master's degree (Business (Banking & Finance))
2016-2016 - FINSIA
Advanced Diploma (Financial Services (Financial Planning))
2004-2006 - Gomel State University
Bachelor (Psychology)
1997-2001
Natallia Smith Skills
- Financial Planners
- Income Protection
- Asset Allocation
- Disability Insurance
- Insurance
- Retirement
- Financial Planning
- Investment Advisory
- Estate Planning
- Portfolio Management
- Wealth Management Services
- Wealth Management
- Finance
- Financial Advisory
- Strategic Financial
- Risk Management
- Microsoft Word
- Investments
- Securities
- Leadership
- Investment Management
- Strategy
- Investment Strategies
- Superannuation
- Credit
- Funding
- Retirement Planning
- Wealth Accumulation
- Financial Risk
- Loans
- Wealth
- Life Insurance
- Equities
- Strategic Financial Planning
- Asset Management
- Financial Services
- Financial Advice
- Alternative Investments
- Relationship Management
- Mutual Funds
Natallia Smith Summary
- Natallia Smith, based in Melbourne, VIC, AU, is currently a Founder and Principal Financial Adviser (Authorised Representative) at TruWealth Advice. Natallia Smith brings experience from previous roles at Boutique Financial Planning Principals Association Inc, TruWealth Group, Belleville Smith Financial and Macquarie Bank. Natallia Smith holds a 2016 - 2017 Certificate in Organizational Leadership @ Women and Leadership Australia. With a robust skill set that includes Financial Planners, Income Protection, Asset Allocation, Disability Insurance, Insurance and more. Natallia Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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