Naomi Rosenthal
JP, AFP® , M App Fin (FP), BA (Psych), F Fin
Director | Financial Adviser
Corporate Authorised Representative Professional Wealth Services Advice Pty Ltd
Authorised Representative No. 269088
info@pws.net.au
Naomi has a Masters in Applied Finance (Financial Planning) and two decades of experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. She is passionate about assisting her clients to build, manage and protect their wealth.
Naomi specialises in providing bespoke financial solutions for professional and self-employed women and their families. As a new mum, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that caters to a families’ priorities.
Naomi’s passion is to assist her clients to build, manage and protect their wealth ensuring their financial future is secure through advice, education and support services.
Naomi has found her strengths lie in:
- Turning comprehensive technical complexities into easy to understand outcomes;
- Devising solutions that fit within client budgets and objectives;
- Coordinating, organizing and implementing strategies in a systematic and effective manner; and
- Educating and empowering her clients to make good financial choices in life.