Shepparton

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.

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.

John is registered with the Tax Practitioners Board and able to provide tax (financial) advice services and has Self Managed Superannuation Fund and ASX accreditation.

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.

Ray joined the Skybridge team in July 2022 having merged his business with Skybridge. Ray has been in the financial services industry since 2005 and has been assisting clients with their financial planning needs around the Goulburn Valley since 2008. 

Ray enjoys building long lasting relationships with his clients assisting them to achieve their goals and setting them on a path to financial security. 

Ray is a member of the Financial Planning Association and abides by their code of professional conduct and ethics. 

Ray holds a Masters and Bachelor of Commerce degrees and is a registered Qualified Tax Relevant Provider with ASIC and is able to provide tax (financial) advice services.