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Naomi Rosenthal

 Naomi Rosenthal

Share profile:
100 Walker Street Ground Floor
North Sydney
NSW
2060
AU

Overview CONTACT THE ADVISER

Naomi Rosenthal Naomi Rosenthal

total Reviews

11

Experience

13yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Tudor Investassure Pty Ltd
Tudor Investassure Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Professional Wealth Services Pty Ltd
Professional Wealth Services Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice

Latest Customer Reviews (3 of 11 total)See all

"I have received excellent advice and assistance over a number of years, firstly in steps to increase my superannuation saving and move funds from the UK and then in investing for both growth and income to give my wife and I a very comfortable lifestyle in retirement."

Peter, 65+ 11 May 2017

"Naomi is a valuable partner in both our home and business financial affairs. "

Stephen, 56-65 16 Mar 2017

"Naomi,Yosha and Monika all provide excellence in their roles within the organisation. They do what they say they'll do, and we both feel comfortable with their advice and direction as it is focused on us, which is the fundamental point of their business.."

Robert, 65+ 14 Feb 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 13 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments

Contact details

Ground Floor
100 Walker Street, North Sydney
NSW 2060 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 4PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 11 Total Reviews
Peter, 65+11 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have received excellent advice and assistance over a number of years, firstly in steps to increase my superannuation saving and move funds from the UK and then in investing for both growth and income to give my wife and I a very comfortable lifestyle in retirement."

Stephen, 56-6516 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Naomi is a valuable partner in both our home and business financial affairs. "

Robert, 65+14 Feb 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Naomi,Yosha and Monika all provide excellence in their roles within the organisation. They do what they say they'll do, and we both feel comfortable with their advice and direction as it is focused on us, which is the fundamental point of their business.."

Janet, 56-6512 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Naomi gives expert, appropriate and original advice for my stage of life. She listens and responds to my needs and requests in a professional and friendly way. "

Adam, 35-4509 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Naomi provides astute insights and timely advice upon which we have built a solid portfolio of investment."

Stacey, 35-4509 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would highly recommend Naomi to my family and friends."

Jim , 65+07 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Naomi actively and effectively manages all our superannuation requirements and she or one of her colleagues is always there for us in case of need."

Susan, 56-6506 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Has been consistently helpful for a number of years. Would be happy to recommend her to anyone."

Jane, 46-5501 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Extremely efficient and trustworthy. I love working with Naomi. I know she has my best interest at heart. 11/10"

Naomi Rosenthal replied:
04 Nov 2016

"Thanks for your positive review and kind words Jane. Much appreciated."

Denise, 56-6531 Oct 2016
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"My husband and I have dealt with Tudor Investature for approximately 38 years. Initially Michael Rosenthal was our advisor. When Naomi joined the team she gradually took over our portfolio as Michael was looking to retire. Naomi is always professional in her approach, but also displays a genuine interest and care for her clients. We have been very pleased with the way that Naomi has handled our financial portfolio."

Naomi Rosenthal replied:
04 Nov 2016

"Thank you for your positive review and kind words Denise. Let us know how we can better communicate with you in the future. Much appreciated, Naomi."

Arianna, 46-5531 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Naomi and her team provide solid, sound and professional advice that has proved to be life changing! Thank you! Arianna "

Naomi Rosenthal replied:
04 Nov 2016

"Thank you for your positive review and kind words Arianne. Much appreciated, Naomi."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

PROFESSIONAL WEALTH SERVICES PTY LTD
PROFESSIONAL INVESTMENT SERVICES PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
8
Customers

#2
Savings Investment
STRENGTH
7
Customers

#3
Preparing For Retirement
STRENGTH
6
Customers

#4
Insurance Protection
STRENGTH
5
Customers

#5
Household Budgeting
STRENGTH
4
Customers

#5
Tax Effective Strategies
STRENGTH
4
Customers

x

Overall rating

95%

Naomi Rosenthal

Company: Tudor Investassure Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Naomi Rosenthal is a member of and in what capacity, the licensee or company of Naomi Rosenthal and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Naomi Rosenthal (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%