Our team

 

Ted Naim

Planner Principal

Ted Naim is the Planner Principal for OnePoint Financial Services Pty Limited.

I am accredited by AMP having graduated from the

I have been working in the financial services industry since 1981 holding a number of relevant tertiary qualifications in support of my long experience in the industry.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
Qualifications
  • Master of Business - Banking and Finance
  • Graduate Certificate of Business - Finance
  • Diploma of Accounting
  • Diploma of Financial Services
  • Certificate IV in Financial Studies
  • AMP Horizons Pathway
Memberships and Assocations 
  • Financial Planners Association
  • Mortgage Finance Association of Australia
  • Credit Ombudsmen Service
Experience
  • I have been in the finance industry since 1981 having held senior management roles with the ANZ, NAB and ING banking groups.