Naomi Rosenthal, AFP®

Name Naomi Rosenthal AFP®
Company Professional Wealth Services Pty Ltd
Address Suite 3 Level 25 100 Miller Street
North Sydney, NSW 2060
Phone 1300 001 312

Naomi has a Masters in Applied Finance (Financial Planning) and more than 20 years experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. She is passionate about assisting her clients to build, manage and protect their wealth. Naomi specialises in providing bespoke financial solutions for professional and self-employed women and their families. As a mother to two children, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that caters to a families’ priorities. Naomi’s passion is to assist her clients to build, manage and protect their wealth ensuring their financial future is secure through advice, education and support services. Naomi has found her strengths lie in: Turning comprehensive technical complexities into easy to understand outcomes; Devising solutions that fit within client budgets and objectives; Coordinating, organising and implementing strategies in a systematic and effective manner; and Educating and empowering her clients to make good financial choices in life.

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