Natalie's qualifications
At work
Natalie is a Paraplanner based in our Perth office. From there she works closely with the UK Paraplanning team to provide technical support and provide recommendation documents to our Financial Planners. Her role involves detailed research, analysis, and ensuring compliance with regulatory standards – helping deliver high-quality advice to our clients.
Natalie has extensive experience in financial services and holds a Diploma in Regulated Financial Planning (CII UK). Before joining bdhSterling she worked for a New Zealand-based Fund Manager as both a Client Services Manager and Paraplanner, acting as the key liaison between advisers and clients and managing the full advice process from initial contact through to implementation. Prior to that, she was a Paraplanner for a boutique financial planning firm in Birmingham in the UK.
Drawing on her own experience as an expat, Natalie understands the unique challenges of moving between countries and uses that insight to help clients navigate complex cross-border financial planning.
Outside of work, Natalie is passionate about travel and has explored an incredible 37 countries and counting, with plenty more still on the bucket list.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.