Planner Profiles

 Your financial planning consultants.

At Tudor Investassure, we're always on hand to assist you with your financial planning needs, helping you reach your goals and make the most of your money throughout your life.

Michael Rosenthal.

JP, M Finl Serv Law, ANZIIF (Fellow), CIP.

Michael's passion for the life insurance industry and financial planning all started nearly 40 years ago when he was recently married, mortgaged and parenting and needed life cover of his own but couldn't afford it. He entered the industry to help others like him and his passion to help grew and continues to grow.

His purpose is to assist his clients and the people they refer to better their life by creating the peace of mind that comes with increasing wealth and protection against its loss.

Michael has always had a strong belief in education and gaining industry qualification. This started when he was on the original team testing the conversion of the Canadian Life Underwriters Training Course to Australian conditions in the mid 1970s. Prior to this Michael had studied the Australian Insurance Institute Life Diploma and achieved the top score in NSW as well as winning the Life Discussion Group Prize for the subject "Law of Life Insurance". This was a forerunner to becoming the first ever graduate for the Master of Financial Services Law Degree in 2000.

Now in his 39th year of advising, Michael has build a wealth of experience in most aspects of financial planning and he still thoroughly enjoys attending to the needs of his clients.

Always fair-minded, Michael was dedicated to delivering Income Protection solutions for the growing proportion of working women during the 1980s and he continues to provide knowledgeable and helpful advice to his many female clients.

Michael has extensive experience in the retail insurance and investment markets and prides himself on creating unique and effective strategies to help his clients achieve their objectives.

Naomi Rosenthal.

JP, M App Fin (Financial Planning), F Fin.

After graduating from Macquarie University in 1995, Naomi spent time travelling around the world gaining valuable life experience. She has worked in London and Chicago in various secretarial/personal assistant roles and in Japan as a teacher of English to adults and children. Naomi completed her Certificate of English Language Teaching to Adults (CELTA) in 1999 through the University of Technology, Sydney.

At the beginning of 2000, Naomi joined the Financial Services industry, working with a major Australian Financial Services provider. She has been involved in many aspects of the industry, gaining knowledge and experience along the way. Naomi completed her Graduate Diploma in Financial Planning in June 2003. She completed the Certificate for Self Managed Superannuation Funds through Tribeca in 2005. She became a Justice of the Peace in 2007. Naomi has recently completed her Masters of Applied Finance with Kaplan Professional as well as specialist accreditation in Margin Lending and Geared Investments.
 
Naomi is an active member of Chatswood Communicators Toastmasters Club, having joined in 2005. She has been a Committee Member in the roles of Secretary, Sergeant At Arms, Vice President Education, President and most recently, Vice President Public Relations. Naomi completed her Competent Communicator Award and Advanced Leader Bronze Award in June 2008,  achieved her Advanced Communicator Bronze Award in 2010, her Advanced Communicator Silver in 2011 and is now working on her Advanced Communicator Gold and Advanced Leader Silver Awards. She is presently serving an Area Governor.

Naomi is a founding member of BNI 'Business Express' Lane Cove and has previously been a Committee Member (Treasurer). She currently sits in the role of Education Co-ordinator.

Naomi has implemented a number of key projects in the business to develop greater efficiencies and streamline services to clients.

Find out more about Naomi by clicking here.

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