Naomi joined the firm in 1999 after completing her VCE at Catholic College. She is primarily responsible for the monthly review of our client portfolio's and preparation of the Statements of Advice. She also processes the investment changes e.g. share trades as required for each portfolio.

Paul Anthony Samuelson was an American economist, and the first American to win the Nobel Memorial Prize in economic Sciences. He once said "Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas".

Professional Qualifications & Memberships

  • Diploma of Financial Planning

The best part of working at 360 Private Wealth is, "The great, intelligent people. It's a pleasure to be able to divide tasks among the team and know that each and every one of them will be done at a high quality." Outside the office, Naomi loves travelling and in her spare time enjoys cooking. She is also the proud owner of a little dog and has successfully competed in hundreds of dog competitions in Victoria, NSW & Qld.