Naomi has more than 25 years of experience in the financial planning industry. Having previously held positions with AMP, ANZ and Westpac, Naomi brings her skills in leadership, business strategy, and relationship management to expand Alteris’ capabilities focusing specifically on the needs of the clients

Naomi is committed to delivering educational content that empowers clients with the knowledge to make informed financial decisions. Her approach involves close collaboration to deeply understand and address each client’s specific wants and needs, ensuring tailored financial solutions.

In addition to her years of experience in the industry, Naomi holds a Master of Business Administration (MBA) from the Australian Graduate School of Management, is a Certified Financial Planner®, holds a Bachelor of Science (Honours), and a Graduate Diploma in Financial Planning. She is a member of the Financial Planning Association of Australia and also holds specialist qualifications in Self-Managed Superannuation Funds.