Naomi Horobin

Clover Financial Group Pty Ltd

Gold
21 Yrs Experience
Braddon, ACT 2612
My focus is listening to clients.  By listening I gain a deeper understanding of what is important so I can provide quality personal easy-to-understand advice. This individual advice guides clients toward achieving their lifestyle goals by enhancing their financial confidence and position. I enjoying working through the financial puzzle of our lives. Working as part of the independent financial adviser community provides the assurance that all advice is based on the client’s best interest.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.45
  • Number of reviews 40
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Clover Financial Group Pty Ltd

Suite 1, 15 Torrens St
Braddon, ACT 2612

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629

4.45
40 Reviews
5
4
3
2
1
4.55
Clear communication
4.55
Knowledge & expertise
4.35
Customer care
4.45
Likely to recommend
Showing reviews 1—10 of 40

Sort by

0.50

"This was our first time with a financial advisor and we were very disappointed with the result. We were let down by poor communication. Our emails would often go months without a reply to simple questions. We outlaid over $5000 for Naomi's services and for that we received only a very basic financial roadmap and an insurance quote. We waisted our money and regret going with Naomi. Would not recommend to anyone."

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

"Naomi assists with our questions in the minefield of retirement income with much patience and humour. Much appreciated."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very helpful. Responds quickly and explains clearly."

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

"Over the years that Naomi has been guiding us we have found her to be very helpfull."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Naomi has been My wife and My financial adviser for several years and over this time she has provided us with excellent advise, her response times have been very good and she conducts business in a very professional way."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Naomi presents a very professional image for Bridgeport and facilitates the clients needs with ease."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Naomi explains things in easy to understand terms and always follows up on her promises."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Up front and tells it as it is"

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

"Naomi has been our financial adviser/planner for some time now, and with her sound advice we are able to look forward to a comfortable and enjoyable retirement"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 40

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Tax Agents Services Act (TASA) 2009 and the TPB Code of Professional Conduct

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Profession of Independent Financial Advisers (PIFA)

Membership type
Certified Financial Planner
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