Skybridge Financial provide accounting services for Shepparton and the surrounding region. Offering bookkeeping services, business taxation and accounting, financial planning, and self-managed superannuation funds.
Rod is a qualified Financial Adviser and has been providing financial planning advice since 2004. Rod has also completed the Certified Financial Planner program and is a Member of the Financial Planning Association of Australia Limited.
Rod is registered with the Tax Practitioners Board and able to provide tax (financial) advice services.
Rod holds a Master of Applied Finance Degree and has completed the Graduate Diploma of Financial Planning and has completed a specialist course in Self Managed Superannuation Funds.
Rod enjoys playing golf and watching Geelong play in the AFL.more...
John has worked in the financial services industry since 1973 and has been a financial planner since 1987. John is a Certified Financial Planner professional and is a Member of the Financial Planning Association of Australia Limited.more...
Naomi joined Skybridge in 2022. Naomi previously worked as a financial planner in the banking industry since 2007 and has worked in the financial services industry since 1997. Naomi is local to Shepparton, having lived here all her life.
Naomi enjoys assisting her clients achieve their financial goals and objectives, growing and protecting their wealth on their path to financial security.
Naomi is a Certified Financial Planner (CFP) and a Professional Member of the Financial Planning Association of Australia (FPA). Naomi has also completed the Diploma of Financial Planning and Graduate Diploma of Financial Planning.
Naomi is a registered Qualified Tax Relevant Provider with ASIC and is able to provide tax (financial) advice services.more...