Nataliya Sard SSA™ CFP® MAppFin GradDipFP

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Company Morgans Norwood
Title Senior Financial Planner
Profession Financial Planner
Address 141 St Clair Avenue GPO Box 2452 ST CLAIR SA 5011
Email [email protected]
Phone 08 8461 2806


Nataliya specialises in wealth management incorporating strategic planning, investment advice and funds management and has more than 12 years’ experience in financial advisory.

Over the years she has gained broad experience in helping SMSF trustees and members with maximising their retirement benefits through prominent strategies, asset allocation and portfolio management. Nataliya’s areas of expertise include: superannuation technical strategies, asset allocation, investment & portfolio management, and technical analysis.

Nataliya is a true believer that “the client always comes first” and thrives on environments that support the professionalism and highly ethical approach to financial advisory.