|Name||Naomi Mee-Martino, CFP®|
|Company||Bastion Financial Group|
11 Mounts Bay Road
Perth, WA 6000
|Phone||(08) 6225 51500|
|Mobile||0413 917 698|
A CFP® professional, I combine experience from both the boutique private practice and corporate worlds, to deliver Advice excellence to our HNW and business owner clients.
Having worked inside a Business Bank for more than six years, I have a deep understanding of the complexities and strategic nuances that come with complex business structures and the family groups that sit underneath.
As such, I am very familiar with the unique themes around Succession Planning and Financial Planning experienced by high net worth individuals and business owners.
Where I am a Specialist in my field in the provision of strategic financial advice to business owners and HNW individuals, I work in tandem with a clients team of professional Advisers; across the specialised Accounting, Legal, and Business Finance Broking spaces to deliver a seamless, unique and optimised Advice experience to clients.
This Advice experience takes into account a clients’ entire position; including business advisory, succession planning, wealth management strategies across appropriate vehicles and structures (including SMSF's), investment management strategies and solutions, risk management and estate planning.
A big believer in life-long learning, I was proud to attain the Certified Financial Planner (CFP®) professional designation in 2018 while working full time, and as a mother to two young children.
Firmly believing that we all have an equally valuable contribution to make, regardless of gender or background - I support the importance of diversity in the financial services industry, and across all disciplines.