Natalie Randall is a seasoned professional with 25 years of experience in the financial planning industry. She joined MiQ Private Wealth in April 2017, bringing her expertise and dedication to her role as Practice Principal and Certified Financial Planner.
Having transitioned from public accounting to financial planning in 1998, Natalie has held various roles within the industry, all focused on working closely with her clients. Her responsibilities at MIQ include meeting with clients and networks, where she develops and delivers personalised strategic advice tailored to everyone’s unique situation.
Natalie’s personal approach sets her apart from her peers. She believes in gaining a deep understanding of her clients’ needs through active listening, asking the right questions, and genuinely caring about their financial success. What truly distinguishes Natalie is her empathetic approach, ensuring that her clients’ financial journey is stress-free, allowing them to focus on other important aspects of their lives.
With a strong commitment to achieving positive results, Natalie measures success through the valuable feedback she receives from clients who appreciate the service she provides. Seeing her clients reach their financial goals brings her immense satisfaction.
Beyond her professional accomplishments, Natalie is an active member of her community and has been recognised for her volunteer work.
During her leisure time, Natalie enjoys spending weekends with friends and family, engaging in outdoor activities such as road cycling, swimming, skiing, and hiking. Her holidays encompass a mix of domestic and overseas travel, further fuelling her passion for exploration and new experiences.
For Natalie, success lies in early and comprehensive planning, and she is dedicated to helping her clients achieve their goals with the utmost care and professionalism.
Qualifications:
- Bachelor of Business (Accountancy) – Charles Sturt University – 1993
- Certified Practising Accountant – CPA Australia – 1996
- Diploma of Financial Planning – Deakin University – 2001
Memberships:
- Certified Financial Planner – FPA – 2001
- Accredited Aged Care Professional – Aged Care Steps – 2018
- CPA Australia
- FAAA (formerly FPA) – Certified Financial Planner
- Justice of the Peace – NSW Department of Communities and Justice
Awards:
- Tumut Citizen of the Year – 2021
- Wagga Wagga Electorate Local Woman of the Year – 2021
