Naomi Horobin – Financial Adviser
Adviser identifying number: 344114
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Licence number: 464629
Licensee’s ABN: 61601365904
Licence controlled by:
The date the Financial Adviser commenced the appointment: 21/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLOVER FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 1249077
Authorised Representative’s ABN: 72613747694
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Tribeca
- CFP – FPA
- Margin Lending & Gearing Investments – Kaplan
- Self Managed Super Funds – Kaplan
- TASA & the TPB Code of Professional Conduct – Kaplan
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Independent Financial Advisers Association of Australia (IFAAA)
Naomi Horobin is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility