The Financial Planning Association of Australia The Financial Planning Association of Australia

Nataliya Sard, CFP®


Name Nataliya Sard CFP®
Address 50 Edward Street
Norwood, SA 5067
Phone 410482797
Website www.morgans.com.au/Branches/SA/norwood/About-Us/Our-Team/Advisers/Nataliya-Sard

Nataliya Sard is a Certified Financial Planner (CFP), which is the highest professional credential for a Financial Adviser. To be awarded the CFP designation, Nataliya has had to demonstrate a commitment to high standards of ethical behaviour and professional practice, as well as the attainment of professional qualifications. Her academic qualifications include the Masters of Applied Finance and the Graduate Diploma of Financial Planning. Nataliya started her career in financial service in 2006, initially working for a boutique financial planning firm in Adelaide. She moved to Sydney in 2011 and expanded her expertise to the corporate world where she assisted members of the largest corporate superannuation fund with achieving their financial needs and goals. After a couple of years in the corporate environment she realised that one very important component of financial planning (focus on clients’ needs) was replaced with the focus on the company’s profit. Being a true believer that “client always comes first” Nataliya moved back to an environment that supports the professionalism and highly ethical approach to advising. Nataliya is very passionate about financial well-being of her valued clients, and she believes that it is achieved through nothing less but the absolute best service. She wants her clients to concentrate on their desired lifestyle, while she helps them to make it financially possible.Nataliya specialises in wealth creation strategies, pre-retirement and retirement advice, maximising Centrelink benefits, personal and business risk insurance, estate planning structuring, and re-arranging finances to minimise ongoing fees prior to entering Nursing Homes/Hostels. She has extensive experience dealing with all types of superannuation and tax structures being Individual retail and corporate Super Accounts, Defined Benefits, Self-Managed Superannuation Funds, Family Trust, Partnerships and Companies.

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