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 Alletson has over 20 years experience in financial services and alongside her partner Chris, they took ownership of Achieveit Financial Planning in 2008.  The Achieveit Group is located in regional Qld and focuses on providing professional services for everyday mums and dads as well as small business owners.

Seeing first hand the impact of the financial crisis on the community due to the lack of financial literacy has seen Naomi become very passionate about providing financial education and being an advocate for the financial profession.  Naomi feels honoured to take the journey with her clients to achieving their financial goals knowing that the guidance provided means that clients are empowered to make their own informed financial decisions. 

Naomi holds a Bachelor of Economics from UNE Armidale (NSW), Dip. of Financial Planning (Securities Institute of Australia) and Fellow Chartered  Financial Practitioner designation with AFA.  Naomi has held a role on a National Advisory Council and is the current FPA Chapter Chair for Toowoomba/ Darling Downs Region.

Erin Wright

Erin has been planning for her client’s future for the last 11 years, and believes in working with her clients to create a financially secure, and sustainable lifestyle.

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, and although she already has Fellow Chartered Financial Practitioner (FChFP) status, Erin also plans on finishing her Masters over the next couple of years.

When Erin isn’t working hard for her clients, she is socialising with her friends (you can often spot her in The Chronicle’s social pages), at the Gym, or enjoying Toowoomba’s beautiful parks with her daughter, Ada.

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.

 

 

Carmen Bliss

Carmen is the newest member of the Achieveit team. She comes to us after a maternity break with baby number 2. 

Carmen enjoys the relationship she builds with clients and relishes when she is able to make their day a little bit easier. 

Lucy Williams

Practice Manager