Norman is our Head of Wealth Management business and brings over 20 years experience in the financial services industry, with much of his time as a practising Senior Financial Adviser. He has gained extensive experience in senior corporate roles with leading banks and life insurance companies and was much sought after presenter conducting professional development educational days for financial advisers across Australia. Norman is able to provide advice on all your Wealth Management and Self Managed Super Fund needs and is a specialist in:
Strategic Wealth Planning
Direct Equities Portfolios
Self Managed Super Funds
Estate Planning
His passion lies in working with clients to identify issues and developing innovate strategic solutions with a focus on providing proactive advice and uncomprising service. Norman is probably one of Australia's most experienced strategic financial advisers.