Meet Our Team
Our team is committed to maintaining the highest level of expertise to ensure we can meet the needs of our clients.
By keeping our knowledge up to date we ensure you are equipped with the best advice to help you on the road to financial success.
DIRECTOR: Naomi Durdin
FCPA BA Acc, DFP(FS), SSA, CTA, AFP®
Naomi has the following memberships and training:
- Certified Practicing Accountant
- Holder of a CPA Public Practicing Certificate
- Fellow of the Taxation Institute of Australia
- Bachelor of Arts in Accounting degree
- Panalitix Accredited Business Adviser
- Diploma of Agribusiness Management
- Diploma of Financial Services (Financial Planning)
- Attended Rabobank Executive Development Program – a tailored business management program for primary producers
- SMSF Specialist Advisor of Self-Managed Superannuation Fund Association
- Chartered Tax Advisor of the Tax Institute of Australia
- Accredited Financial Planner of the Financial Planning Association of Australia
- Founding Member of SAPEPAA (Succession, Asset Protection & Estate Planning Advisers Association) www.sapepaa.org.au
Naomi spent her early years on Upper Eyre Peninsula (Cowell) before going to boarding school in Adelaide and subsequently studying for a degree in accounting.
She worked in various accounting firms in Adelaide before moving back to Eyre Peninsula in 1991. Since then Naomi has worked in accounting firms on Eyre Peninsula and has gained extensive experience working with primary producers and other business clients.
Naomi has continued to study while working and is exceptionally qualified in all areas of accounting, taxation, superannuation and financial planning. To keep this level of qualifications she needs to undertake extensive professional development every year in accounting and taxation, financial planning and self managed superannuation funds.
To ensure she has the most up to date knowledge in rural business management practices she completed the Rabobank Executive Development Program for Primary Producers and has a Diploma of Agribusiness Management.
She is married to a farmer and is passionate about providing high quality service to people in rural areas. In her spare time Naomi enjoys dining with friends and family, travel and her annual shack holiday. She has a private pilots licence although she has not flown for a long time and is a member of the Ulysses motorcycle club.
Triona Thompson
Financial Planner
Triona has the following memberships and training:
- Graduate Diploma Financial Planning
- Fellow Chartered Financial Practitione
- Advanced Diploma Financial Planning
- SMSF Accreditation
- ALPA Accreditation
Triona's passion for Financial Planning comes from a love of helping and educating people to enjoy life to the fullest and make the most of every situation.
Her approach is to work with her clients to assist them to make well informed decisions about their financial situation. She works diligently to provide detailed and well researched recommendations that will lead to the best possible outcome for her clients.
Financial Planning covers all areas of your financial situation. Providing comprehensive advice ensures any strategy has considered your overall position, now and in the future.
Triona will assist you to understand your current position, know where you want to be and provide you with strategic recommendations to ensure you get there. Without good planning you may never achieve the lifestyle you desire.
Detailed Profile Document Link
Toni Mantle
Administration
Toni grew up in Port Lincoln completing her schooling to Year 12 at Port Lincoln Primary and High Schools.
At the tender age of 13 she started working at Regal Chickens. When she left school Toni obtained a position at Port Lincoln Woolworths where she was employed in various roles, including Service Manager for 7 years. In need of a change, in 2012 Toni commenced work at the Port Lincoln Hotel where she worked as an Accounts Assistant gaining considerable experience for 10 years. She started work at Eyre Financial Services in May 2022 and has been an invaluable support to both the Accounting and Financial planning businesses.
Growing up in Port Lincoln, Toni enjoyed playing sport with various local clubs and now enjoys following and encouraging the sporting pursuits of her three children Balin, Quade & Amity.
Toni enjoys going to the gym and the beach. She loves taking the caravan to the many beautiful Eyre Peninsula locations and creating fun adventures and experiences with her partner Nick and her 3 children.
