“I embrace the trusted advisor relationship and love to take the initiative to add value for my clients. Understanding what’s important to them and building personal rapport is key.”
Natalie looks at her clients’ affairs holistically and takes a proactive approach to managing the financial aspects of their business as well as building and protecting their personal wealth.
A Chartered Accountant with close to 15 years’ experience, Natalie specialises in providing business advisory services and superannuation advice. She’s also a qualified SMSF specialist and has resolved several complex superannuation issues with the ATO on behalf of her clients.
Natalie joined Accru Felsers in 2018 as Manager. She works with individuals, family groups and small-to-medium business clients, advising on tax and compliance issues, business structuring, SMSF regulations, the application of Small Business CGT Concessions and strategic business planning.
Natalie likes to maintain regular contact with clients and believes good communication and attention to detail are vital. She enjoys resolving complex problems and compliance issues, identifying value added opportunities, and providing solutions to her clients which are both practical and strategically sound.
Professional qualifications and memberships
- Bachelor of Commerce - Accounting
- Chartered Accountant, Member of Chartered Accountants Australia and New Zealand
- SMSF Specialist, Chartered Accountants Australia and New Zealand course
- RG146, ASIC accreditation for financial advisors