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Natalie Moorfoot

Natalie Moorfoot

BBus(Fin) AdvDipFinPlan
Authorised representative number: 001270139

Private Client Adviser

I am passionate about helping my clients achieve their goals and obtain financial security for their future. I do this by engaging with them to understand their needs and objectives and help them every step of the way.
After completing a Bachelor of Business (Finance), Natalie commenced her career in financial services in 2014 and achieved an Advanced Diploma of Financial Planning in 2018. She has extensive experience working in financial planning firms and institutions both large and small.

Investment Style

Natalie is a holistic financial adviser who is driven by exceptional client service and helping clients achieve their financial goals. She is experienced in wealth creation, portfolio management and superannuation, including self-managed super funds.

Services and Specialties

Wealth Management
Retirement and Estate Planning
Financial Planning
Superannuation Advice
Personal Insurance

Qualifications and Professional Affiliations

Tax for Financial Advising
Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Business (Finance)
Advanced Diploma Financial Planning


Member of the Financial Advice Association Australia


Financial Planning
Life Insurance
Managed Investments
I am employed by Forefront Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Springfield-Ipswich. My employer remunerates me by way of salary and percentage of fees.