JULIAN NORRIS
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2002 - SDIA Accreditation Program - - Deakin University
2003 - Bachelor of Business (Banking and International Business) - - University of Technology, Sydney
2011 - Margin Lending and Geared Investments - - Kaplan
2025 - Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.