Financial Adviser · SHEPPARTON, VIC

Naomi Margaret Thompson

SHEPPARTON, VIC
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003991
Currently at
Inverell, NSW (firm address)

About Naomi Margaret Thompson

Naomi Margaret Thompson is a financial adviser based in Shepparton, Victoria, with 24 years of experience in the financial services industry since 2002. Naomi is currently authorised under Skybridge Portfolios. Naomi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Naomi's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Naomi is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Planning
Financial Planning Association of Australia
2006
Certified Financial Planner
Financial Planning Association of Australia
2022
Graduate Diploma of Financial Planning
Kaplan

Registration History

Mar 2022 - Present Current
Feb 2007 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register