Financial Adviser
· SYDNEY, NSW
Naomi Fraser
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002696
Naomi Fraser is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Naomi is currently authorised under Canaccord Genuity Financial Limited. 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 Certified Financial Planner from Financial Planning Association of Australia. Naomi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Economics (Social Sciences)
University of Sydney
2007
Graduate Diploma of Financial Planning
FINSIA
2009
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register