who we are
Naomi HorobiN CFP®
Authorised representative no. 344114
My focus is listening to clients so I can provide quality personal easy-to-understand advice. This individual advice guides clients toward achieving their lifestyle goals by enhancing their financial confidence and position. I enjoying working through the financial puzzle of our lives.
Over the last 16 years I have been providing financial advice to a diverse group of individuals bringing together strategies to assist with cashflow management and budgeting, wealth creation, superannuation advice, retirement planning and income streams, Centrelink and DVA, estate planning, asset and lifestyle protection. In providing holistic solutions I connect you to a team of specialist professionals.
Being independent, I have no restrictions on which products I select for clients. I can recommend virtually any option available to Australian investors based on client’s objective, suitability and product quality removing any possible influence by commissions, soft dollar arrangements or contractual sales obligations.
I gained my Certified Financial Planner® designation in 2007 and am a member of the Financial Planner Association (FPA) of Australia. I hold an Advanced diploma of Financial Planning along with a Bachelor of Applied Science.
Away from the office I enjoy cooking, travel, and motorsports.