Naomi Mee-Martino CFP^®  – Wealth Manager | Director

A Certified Financial Planner, Naomi is co-Founder and Director at Bastion Financial Group and whose experience from the boutique private practice and corporate worlds lends itself perfectly towards delivering ‘Advice excellence’ to Bastion clients.

Naomi possesses a profound understanding of the intricate dynamics inherent in advising high-net-worth individuals, navigating complex business structures, and addressing the multifaceted financial planning needs of the family groups that sit underneath. Naomi helps clients address needs such as complex succession and legacy planning requirements, the importance of building diversified wealth across the right structures (including SMSF’s), and providing risk management strategies and solutions. Naomi works closely with clients as a pro-active strategic wealth manager, doing so in concert with their external accounting and legal advisers ensuring optimal outcomes for Bastion clients.

A staunch advocate for professionalism and ethics, Naomi is Chair for the WA Chapter of the Financial Advice Association of Australia (FAAA) and contributes her expertise as a member of the School of Economics, Accounting, and Finance (SAEF) Financial Planning Discipline Advisory Panel at Curtin University.

Naomi is a big believer in life-long learning and was proud to attain the internationally recognised Certified Financial Planner (CFP®) professional designation in 2018 while working full time, and as a mother to two young children.

Firmly believing that we all have an equally valuable contribution to make, regardless of gender or background – Naomi supports the importance of diversity in the financial services profession, and across all disciplines.

Naomi enjoys keeping fit, good food (but not cooking!), classical music, reading and taking in new travel experiences with her family.

Tel: (08) 6225 5150
Mobile: 0413 917 698