Naomi RhyneFINANCIAL PLANNER
Intro
Prior to becoming a Financial Planner, Naomi held a specialist role with the Department of Human Services assisting clients with complex Centrelink enquiries. Naomi comes with a wealth of experience and holds a Bachelor of Business majoring in accounting and public practice, and an Advanced Diploma of Financial Planning.
Experience
I started in the financial services industry in 2015. Previous to that, I worked for the Department of Human Services for over 23 years, most recently as a Complex Assessment Officer. With this background of helping clients with complex Centrelink matters, together with my university studies in accounting and public practice, I believe my move into financial planning was a natural one.
Outside of work, I enjoy playing the guitar, spending time at the beach and driving in the beautiful South West.
Qualifications
I hold an Advanced Diploma of Financial Planning. I also hold a Bachelor of Business majoring in accounting and public practice.
Additional Information
I commenced employment with Cape Financial Planning in November 2017.
I specialise in retirement planning, Centrelink entitlements and wealth building strategies.