Natasha Johnson, Wealth Adviser

Natasha Johnson

Wealth Adviser

Brisbane

+61 7 3237 5961

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Natasha is an experienced Wealth Adviser in the Private Wealth team at BDO in Brisbane and Sunshine Coast. She provides advice to clients in all stages of life and has a special interest in working with families with complex financial situations and providing strategic aged care advice.

Natasha prioritises building long-lasting relationships with her clients. She has a deep understanding of their unique situation and ensures the advice she provides will allow her clients to maximise their lifestyle.

Services

  • Holistic financial planning advice
  • Investment portfolio construction and ongoing management service
  • Strategic investment and wealth creation strategies
  • Wealth protection / risk insurance (life, disability, critical illness & income protection cover)
  • Budgeting and cash flow (including debt repayment strategies)
  • Superannuation and pre-retirement planning
  • Retirement and income stream planning
  • Centrelink/DVA support
  • Aged care advice
  • Estate planning
  • Self-managed super funds.

Qualifications

  • Certified Financial Planner (CFP®)
  • Bachelor of Accounting/Bachelor of Financial Planning.

Affiliations

  • Committee member of the Brisbane Chapter of Financial Planning Association of Australia (FPA)
  • Professional member of the Financial Planning Association of Australia (FPA).