certified financial planner cfp fasea accredited@ Skybridge Financial
Victoria, Australia
Naomi Thompson
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FlashIntel GPTNaomi Thompson is a highly experienced Certified Financial Planner with over 20 years of expertise in wealth management, financial services, risk management, insurance, and investments. Based in Australia-Victoria-Shepparton, Naomi has worked at Skybridge Financial and Commonwealth Bank, providing holistic financial planning advice to retail customers. She is known for her collaborative approach to building successful partner relationships and maintaining knowledge of regulatory reform and industry changes. Naomi's extensive work experience includes roles as a Financial Advisor at Skybridge Financial and Commonwealth Bank, as well as a Financial Planner at AMP Financial Planning.
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About
A FASEA accredited, Certified Financial Planner (CFP) with over 20+ years’ experience across financial advice, wealth management, superannuation and banking. A client facing Certified Financial Planner with Commonwealth Financial Planning since 2007 providing holistic quality financial planning advice to new and existing retail customers. A collaborative senior team member who places emphasis on building successful key partner relationships, professional development and maintaining knowledge on regulatory reform and industry changes.
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certified financial planner cfp fasea accredited
Financial Advisor
Financial Services
Naomi Thompson's Professional Milestones
- Certified Financial Planner (2007-02-01~2022-01-01): Providing clients with personalized financial advice to achieve their goals and maximize their financial stability.
- Financial Planner, Para-planner (1997-12-01~2007-01-01): Developed data-driven financial plans to optimize client financial strategies and drive business growth.
Education
Skill
Wealth Management
Financial Services
Risk Management
Insurance
Investments
Retirement Planning
Banking
Finance
Investment Strategies
Portfolio Management
Relationship Management
Superannuation
Wealth
Financial Advisory
Certification
Colleagues
Martin Boyd
Client Manager - Skybridge Financial
Barry Calabria
tax & business manager - skybridge financial central coast
Jason Birch
Managing Director
Cheryl O'Keefe
Manager at Skybridge Financial
Charmaine Lyon
Practice Manager | Client Manager
Other Named Naomi Thompson
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Naomi Thompson works for Skybridge Financial
Naomi Thompson's role in Skybridge Financial is certified financial planner cfp fasea accredited
Naomi Thompson works in the industry of Financial Services
Naomi Thompson's colleagues are Martin Boyd,Barry Calabria,Jason Birch
Naomi Thompson's latest job experience is certified financial planner cfp fasea accredited at Skybridge Financial
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