Naomi Sweetman Financial Planner Report

Name:
Naomi Lorraine Sweetman

Rep Number:
000275037

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2015-08-10 onwards

Location:
Gosford, , NSW, 0

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Sweetman Financial Planning Group Pty Ltd

Licence Number:
000315431

ABN:
90 115 260 270

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Gai College of Advanced Education
Bachelor of Business - Kuring
Kaplan
Diploma of Financial Services (Financial Planning)
Meritum Financial Group
Margin Lending

Memberships
Association of Financial Advisers (AFA)