Natasha Johnson

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).

“I’m proud to work in a team that shares my passion for helping people live their best lives.”