Naomi Street

Head of Financial Planning

meticulous_and_thorough client_focused pragmatic_about_technology advocates_for_team standards_driven

Areas of Expertise

  • superannuation_and_retirement_planning
  • SMSF_administration_and_compliance
  • statement_of_advice_preparation
  • client_review_and_portfolio_rebalancing
  • financial_planning_team_management
  • CFP_qualification_standards
  • mining_executive_wealth_planning
  • adviser_productivity_systems

For Other Topics

  • Md: speak with Greg Morrison
  • Compliance: speak with Annabel Tan
  • Finance: speak with Brendan Cole
  • Marketing: speak with Lisa Kwan

Schedule an Interview

You need to book an appointment before speaking with Naomi Street.

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