WILLIAM CHARLES NORMAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia
2011 - Business Law - Other - Open University
2012 - Taxation - Other - Open University
2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology
2017 - SMSF Specialist Advisor Program - Other - SMSF Association
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2018 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.