Naomi Margaret Thompson
Financial Adviser in Shepparton, Victoria, Australia
Review Naomi Margaret Thompson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003991
- Location
- Shepparton VIC 3630
- Licensee
- Skybridge Portfolios Pty Ltd (AFSL 407092)
- Authorised since
- 3 March 2022
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2005); Certified Financial Planner, Financial Planning Association of Australia (2006); Graduate Diploma of Financial Planning, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Naomi Margaret Thompson
Naomi Margaret Thompson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Shepparton, Victoria (adviser number 001003991).
Naomi provides advice as an authorised representative of Skybridge Portfolios Pty Ltd, which holds Australian financial services licence 407092. The current authorisation started on 3 March 2022.
The register records 2002 as the year Naomi first provided financial advice. The qualifications listed for Naomi include Diploma of Financial Planning (Financial Planning Association of Australia, 2005), Certified Financial Planner (Financial Planning Association of Australia, 2006) and Graduate Diploma of Financial Planning (Kaplan, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Naomi Margaret Thompson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Naomi Margaret Thompson a registered financial adviser?
Yes. Naomi Margaret Thompson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003991.
Which licensee does Naomi Margaret Thompson work under?
Skybridge Portfolios Pty Ltd, Australian financial services licence 407092.
What can Naomi Margaret Thompson 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; standard margin lending.