07 4638 5011

7 Thomas Street, Toowoomba QLD

Our Financial Planning Team

We specialise in helping you achieve your financial success and our dedicated team is professional, trained and up-to-date. 

Naomi Alletson

Naomi commenced working at Achieveit Financial Planning in 2001 as an assistant to the Senior Financial Planner and has worked through all roles within the financial planning firm. Naomi and Partner Chris took over ownership of Achieveit in 2008.

Naomi holds a Bachelor of Economics from UNE Armidale (NSW) and Dip. of Financial Planning (Securities Institute of Australia).

Naomi has previous experience working in small business finance and personal lending sectors.

Coming from a farming and small business background, Naomi has a passion for working with every day Mums and Dads and Small Business Owners.

Naomi has a firm belief in providing holistic, fee for advice based financial planning services.

Naomi is committed to supporting and educating clients to enrich their lives and help them achieve financial success.

Erin Wright

Erin has recently returned to Achieveit financial planning after spending the last seven years pursuing her career out west! Erin has worked as a financial planner within the banking industry as well as private practice and has over 10 years' experience in the field. 

Erin holds a Bachelor of International Business from the University of Sunshine Coast and a Diploma of Financial Planning (Kaplan). Erin is also an accredited Aged Care Professional through Aged Care Steps. 

Educating, supporting and encouraging her clients, Erin passionately believes that you can never be too young to start planning for goals in life, and aims to have a long term, ongoing partnership with her clients. 

Lynette Koina

Lynette is Naomi's PA and planning assistant, she is also the first point of call for the whole office. She is passionate about providing a high standard of service to our clients and external providers.

 

 

Lucy Williams

Practice Manager