Naomi Horobin
Financial Adviser
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About
Naomi Horobin is an ASIC-registered financial adviser dedicated to helping individuals and families in Braddon, ACT, achieve their financial goals. With a career spanning nearly two decades, Naomi brings a wealth of knowledge and experience to every client interaction. Her qualifications include an Advanced Diploma of Financial Planning from Tribeca (2005), CFP certification from the FPA (2007), and specialized training in Margin Lending & Gearing Investments (Kaplan, 2010) and Self Managed Super Funds (Kaplan, 2015). Naomi further enhanced her expertise with a Graduate Diploma of Financial Planning from Kaplan Professional in 2023. As a member of both the Financial Advice Association of Australia (FAAA) and the Profession of Independent Financial Advisers (PIFA), Naomi adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Naomi can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Naomi today to schedule a consultation and discover how her expertise can benefit you.
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Frequently Asked Questions
What services does Naomi Horobin provide?
Naomi Horobin provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. She tailors her services to meet each client's unique needs and goals.
What are Naomi Horobin's qualifications and experience?
Naomi holds an Advanced Diploma of Financial Planning, CFP certification, and a Graduate Diploma of Financial Planning. She also has specialized training in Margin Lending & Gearing Investments and Self Managed Super Funds. Naomi has been a financial adviser since 2005, providing her with a wealth of experience.
How does the financial planning process work with Naomi?
The financial planning process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Naomi will then develop a personalized financial plan, present it to you, and implement it upon your approval. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving needs.
What can I expect from working with Naomi Horobin?
When working with Naomi, you can expect personalized attention, clear communication, and a commitment to helping you achieve your financial goals. She prioritizes building long-term relationships with her clients based on trust and transparency.
Does Naomi Horobin specialize in any particular area of financial advice?
Yes, Naomi has specific expertise in superannuation, retirement planning and wealth management. She stays up to date with the latest industry trends and regulations.
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