NAOMI HOROBIN

Licensee: INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD

NAOMI HOROBIN (Adviser# 000344114) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 21, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name NAOMI HOROBIN
Adviser Number 000344114
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000464629
INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Licence ABN 61601365904
Adviser Start Date 2016-10-21
Appointing Representative Name CLOVER FINANCIAL GROUP PTY LTD
Appointing Representative Number 001249077
Appointing Representative ABN 72613747694
Memberships Financial Planning Association of Australia (FPA)
Independent Financial Advisers Association of Australia (IFAAA)

Authorisations to provide financial product advice

  • NAOMI HOROBIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000464629 INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD 2016-10-21 - CLOVER FINANCIAL GROUP PTY LTD
000225982 AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE
2010-01-18 - 2016-07-25 AUSTRALIAN PLANNING SERVICES PTY LTD

Licensee Information

Licence Name INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Licence Number 000464629
Licence ABN 61601365904

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SEAN DWYER Independent Financial Advisers Australia Pty Ltd Current 2018-07-06
BERIVAN DUBIER Independent Financial Advisers Australia Pty Ltd Current 2018-07-06
AARON CROSTHWAITE Independent Financial Advisers Australia Pty Ltd Current 2018-07-05
CHRISTOPHER DENNIS YOUNG Independent Financial Advisers Australia Pty Ltd Current 2018-07-03
BROOK LOGAN Independent Financial Advisers Australia Pty Ltd Current 2018-07-03
DAVID HARPER Independent Financial Advisers Australia Pty Ltd Current 2018-07-02
PHILIP ALLEN HARVEY Independent Financial Advisers Australia Pty Ltd Current 2018-07-02
JANE MARIA CLARK Independent Financial Advisers Australia Pty Ltd Current 2018-06-29
KATIE WHIFFEN Independent Financial Advisers Australia Pty Ltd Current 2018-06-29
DANIEL MCGREGOR Independent Financial Advisers Australia Pty Ltd Current 2018-06-26

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.