NORMAN MO

Financial Adviser · Kew, VIC

Registered

Registration Number

000405643

Registration Status

Registered

Location

Kew, VIC 3101

Providing Advice Since

2000

Registration Date

01/07/2005

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

📚 Qualifications & Training

1993 - Bachelor of Economics - - UWA
1999 - Grad Dip Financial Planning - - Securities Institute of Australia
2002 - Certified Financial Planner - - FPA
2011 - Margin Lending and Geared Investments - - Kaplan

🏢 Professional Memberships

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.