Financial Adviser
· PORT LINCOLN, SA
Naomi Joyce Durdin
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000281123
Naomi Joyce Durdin is a financial adviser based in Port Lincoln, South Australia, with 19 years of experience in the financial services industry. Naomi is currently authorised under Gps Wealth 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 Bachelor of Arts (Accountancy) from South Australian Institute of Technology. Naomi is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Arts (Accountancy)
South Australian Institute of Technology
1996
Certified Practicing Accountant (CPA)
CPA Australia
2006
Diploma of Financial Services (Financial Planning)
FINSIA
2012
SMSF Specialist Advisor
SMSF Association
2013
Margin Lending
Pinnacle Financial Services Academy
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Accredited Aged Care Professional
Aged Care Steps
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education