Natalie Lackner

Natalie Lackner

BComm (Fin, FP), DipFS(FP)

Risk Specialist

Natalie Lackner is one of our Risk Specialists in our Wealth Protection Team. Natalie has over 8 years advising experience and prides herself on taking a comprehensive approach with her clients to ensure that their wealth protection goals are achieved. She believes that the advice process is about education and ensuring that clients understand the value of what they are obtaining and how it fulfils their needs.

Natalie is also currently studying towards the highest professional designation of a Certified Financial Planning (CFP) Practitioner.

Meet the Team

Troy Pearsall
AdvDipFS (FP)
Head of Elston Wealth Protection Team

Troy has 16 years of financial planning experience and is passionate about ensuring that our clients’ financial goals are adequately protected.

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Kurt Patrick
DipFP
Risk Paraplanner & Administrator

With over 5 years of experience in the insurance industry including time at Macquarie Life, he has developed first hand knowledge of insurance and how insurers work.

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