JULIE ANN NORRIS
Financial Adviser · Woonona, NSW
📚 Qualifications & Training
1987 - ACCY251 Taxation Law - Other - The University of Wollongong
1989 - LAW261 Law of business organisations - Other - The University of Wollongong
1990 - Bachelor of Commerce - - University of Wollongong
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2021 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.