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Empowering Women with Tailored Financial Strategies for Confidence and Independence
Naomi specialises in retirement planning, investment management, tax efficient strategies, risk management, and estate planning, focusing on creating long-term value and financial peace of mind. Naomi's approach is holistic and tailored to fit the personal values, aspirations, and concerns of each client and family.
Naomi has a particular interest and passion to educate and support women in achieving financial confidence and independence. Through personalised guidance, workshops and accessible resources, Naomi works to demystify complex financial topics and empower women to take charge of their financial futures. Naomi is passionate about closing the financial literacy gap, and committed to helping women build sustainable wealth and navigate life's financial challenges with clarity and confidence.
Authorisations
Naomi Fraser can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Life Products
- Managed Investment Schemes
- Securities
- Superannuation
- Margin Lending Facility
Naomi is accredited to provide tax (financial) service advice
Qualifications
- CFP, 2008
- SMSF Accreditation, Kaplan, 2008
- Bachelor of Commerce, USYD, 2000