Naomi Rosenthal
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000269088
- Location
- North Sydney NSW 2060
- Licensee
- Professional Wealth Services Pty Ltd (AFSL 312047)
- Authorised since
- 24 June 2013
- First provided advice
- 2004
- Qualifications
- Bachelor of Arts (Psychology Major), Macquarie University (1995); Diploma of Financial Advising, Securities Institute of Australia (SIA) (2000); Diploma of Financial Services, Commonwealth Bank of Australia (2003); Graduate Diploma of Financial Planning, Securities Institute of Australia (SIA) (2003); Self Managed Superannuation Funds, Kaplan Professional (2005); Masters of Applied Finance (Financial Planning), Kaplan Higher Education Pty Ltd (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Naomi Rosenthal
On the Financial Advisers Register kept by ASIC, Naomi Rosenthal appears as a current financial adviser in North Sydney, New South Wales, adviser number 000269088.
Advice is given under the Australian financial services licence of Professional Wealth Services Pty Ltd, licence number 312047. The current authorisation started on 24 June 2013.
The register records 2004 as the year Naomi first provided financial advice. The qualifications listed for Naomi include Bachelor of Arts (Psychology Major) (Macquarie University, 1995), Diploma of Financial Advising (Securities Institute of Australia (SIA), 2000) and Diploma of Financial Services (Commonwealth Bank of Australia, 2003). Naomi is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Naomi is authorised to advise 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.
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Questions people ask
Is Naomi Rosenthal a registered financial adviser?
Yes. Naomi Rosenthal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000269088.
Which licensee does Naomi Rosenthal work under?
Professional Wealth Services Pty Ltd, Australian financial services licence 312047.
What can Naomi Rosenthal 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.