FINANCIAL PLANNING

/FINANCIAL PLANNING
FINANCIAL PLANNING 2017-04-11T15:01:52+00:00

Natallia Smith

Natallia Smith | Financial Adviser, Director | Belleville Smith Financial Pty Ltd

03 9670 8338

Director’s Profile

As a Financial Adviser, Natallia has overall responsibility for providing unbiased, personalised and cost effective financial advice to her clients and managing their financial affairs.

Natallia has been in the financial planning industry since 2004. During this time, she held the position of Private Wealth Manager at Macquarie Private Wealth, before which she was advising at ING Financial Planning. With several business owners as clients, Natallia was inspired to take a leap of faith and started her own business in 2010.

She is now involved with Belleville Smith Financial Pty Ltd to ensure its clients receive the highest level of financial advice and service, with tailored financial strategies.

Natallia is currently completing her Masters in Business (Banking and Finance) at Monash University, holds an Advanced Diploma in Financial Services (Financial Planning) from Kaplan (previously Securities Institute) and a Graduate Certificate in Business (Banking and Finance) from Monash University. She also holds a Bachelor of Psychology from Gomel University.

Natallia strives for high quality of her advice and acts for the best interests of her clients. When she assesses her clients’ unique situation, she never takes things at face value, instead her instinct is to ask ‘what could go wrong?’, as well as ‘what could go right?’

For further information on our services, please refer to the services.

Natallia operates on a fee for service basis, offers total transparency and has an extensive experience in the following areas:

  • Superannuation and Retirement Planning
  • Investment Portfolio Design and Management
  • Assessment of Personal and Business Insurance needs