Financial Adviser · NORTH SYDNEY, NSW

Naomi Rosenthal

22 Years experience

Tax advice
authorised

Currently at

North Sydney, NSW

View firm profile

ASIC Registered · ADV 000269088

Naomi Rosenthal is a financial adviser based in North Sydney, New South Wales, with 22 years of experience in the financial services industry. Naomi is currently authorised under Professional Wealth Services Pty Ltd. Naomi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Applied Finance (Financial Planning) from Kaplan Higher Education Pty Ltd. Naomi is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Arts (Psychology Major)

Macquarie University

2000

Diploma of Financial Advising

Securities Institute of Australia (SIA)

2003

Diploma of Financial Services

Commonwealth Bank of Australia

2003

Graduate Diploma of Financial Planning

Securities Institute of Australia (SIA)

2005

Self Managed Superannuation Funds

Kaplan Professional

2010

Masters of Applied Finance (Financial Planning)

Kaplan Higher Education Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Professional

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Professional Wealth Services Pty Ltd

Jun 2013 - Present Current

Millennium 3 Financial Services Pty Ltd

Sep 2008 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register