Naomi Kathleen Grey
Financial Adviser in Busselton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001257446
- Location
- Busselton WA 6280
- Licensee
- Partners Wealth Group Financial Advice Pty Ltd (AFSL 558563)
- Authorised since
- 7 December 2025
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Accounting & Public Practice), Edith Cowan University (2013); Diploma of Financial Planning, Mentor Education (2016); Advanced Diploma of Financial Planning, Mentor Education (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excludes Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Naomi Kathleen Grey
Naomi Kathleen Grey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Busselton, Western Australia (adviser number 001257446).
Naomi provides advice as an authorised representative of Partners Wealth Group Financial Advice Pty Ltd, which holds Australian financial services licence 558563. The current authorisation started on 7 December 2025.
According to the register, Naomi first provided financial advice in 2017. The qualifications listed for Naomi include Bachelor of Business (Accounting & Public Practice) (Edith Cowan University, 2013), Diploma of Financial Planning (Mentor Education, 2016) and Advanced Diploma of Financial Planning (Mentor Education, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is Naomi Kathleen Grey a registered financial adviser?
Yes. Naomi Kathleen Grey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001257446.
Which licensee does Naomi Kathleen Grey work under?
Partners Wealth Group Financial Advice Pty Ltd, Australian financial services licence 558563.
What can Naomi Kathleen Grey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excludes Self-Managed Superannuation Funds."