Naomi Rosenthal

Professional Wealth Services Pty Ltd

Platinum
18 Yrs Experience
North Sydney, NSW 2060
Naomi has a Masters in Applied Finance (Financial Planning) and two decades of experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. She is passionate about assisting her clients to build, manage and protect their wealth. Naomi specialise in providing bespoke financial solutions for professional and self-employed women and their families. As a new mum, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that caters to a families’ priorities. Naomi’s passion is to assist her clients to build, manage and protect their wealth ensuring their financial future is secure through advice, education and support services. Naomi has found her strengths lie in: * Turning comprehensive technical complexities into easy to understand outcomes; * Devising solutions that fit within client budgets and objectives; * Coordinating, organizing and implementing strategies in a systematic and effective manner; and * Educating and empowering her clients to make good financial choices in life.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are explained in our free initial consultation after we understand your particular needs and objectives and how we can assist you to meet your goals.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 23
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Professional Wealth Services Pty Ltd

Suite 3, Level 25, 100 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Professional Wealth Services Pty Ltd

AFSL 312047

4.80
23 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 23

Sort by

3.50

"Naomi has given me advice in areas including aged care planning and financial projections. Naomi was usually able to explain things to me in a clear way. Through Naomi's knowledge and experience, I felt confident to make some big decisions that was right for my needs."

  • Aged Care
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Naomi has helped me clear existing debt and set myself up for the future. She is open and honest about my options and clear and realistic about what I need to reach my goals. She has contacted me when I didn't realise I was in a position to claim insurance so has always been proactive and helpful. I would highly recommend her services to anyone."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Naomi has given me feedback on my superannuation products and advice on planning for the future. Naomi is always able to explain things to me in a clear way. Through Naomi's knowledge and experience, I feel very confident that her management of my portolio is right for my needs. I always receive Naomi's full care and attention when I need it.'"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have complete faith in Naomi's ability to manage our retirement funds, and have trusted her, and her father Mike before her, to do so for many years. We have no hesitation to highly recommend Naomi to anyone seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always excellent service and advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Naomi has a great knowledge of her profession and explains clearly what options are available and the reasons for her recommendations"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Naomi has assisted me with wealth and investment management in a very competent and efficient manner, based on her considerable knowledge and experience. Naomi always explains the details very clearly and with patience. I feel the advice given by her,is with my best interests and personal situation at heart. Her help with my cash flow Is particularly well received. Naomi is readily available if I have a problem. I sleep well at night knowing money is the one area in my life that I can be confident is well managed (by Naomi.)"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"'Naomi has given me advice in areas including loan products, self managed super funds and managing debt. Naomi was usually able to explain things to me in a clear way. Through Naomi's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Naomi's full care and attention when I needed it.'"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Naomi a lot of years now and are very comfortable with her and what she does for me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've known Naomi for many years and have found her advice to be extremely sound. I have given her my portfolio to manage in my senior years as I trust her implicitly. Its a responsibility to recommend investment houses to other people but I have no compunction recommending Naomi to friends and family."

  • Government Assistance
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Master of Applied Finance (Financial Planning)

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Diploma of Financial Services

Level
5 - Diploma
Institution
Commonwealth Bank
Completed
2003

Bachelor of Arts (Psychology)

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1995

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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