Naomi Alletson

Direct Wealth Pty Ltd

Gold
23 Yrs Experience
Toowoomba City, QLD 4350

Growing up in a farming and small business family provided the foundation for understanding the importance of finance and planning for the future - whatever the future brings.

Offering holistic, fee for advice services, with a logical approach, I start all financial mapping with cash flow details and take the financial planning journey with my clients to help them achieve their financial goals.

Combining my knowledge and passion with our clients dreams... We can ACHIEVEIT

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.79
  • Number of reviews 7
  • First year providing advice 2002
  • Years of experience 23
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Direct Wealth Pty Ltd

7 Thomas St
Toowoomba City, QLD 4350

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221