Financial Adviser
· WOONONA, NSW
Julie Ann Norris
No disciplinary history on record with ASIC
WOONONA,
NSW
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234891
Julie Ann Norris is a financial adviser based in Woonona, New South Wales, with 31 years of experience in the financial services industry since 1995. Julie is currently authorised under Loyalty Financial Services. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julie's qualifications include a Bachelor of Commerce from University of Wollongong. Julie is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
ACCY251 Taxation Law
The University of Wollongong
1989
LAW261 Law of business organisations
The University of Wollongong
1990
Bachelor of Commerce
University of Wollongong
2010
Margin Lending and Geared Investments
Kaplan Professional
2021
MAI769 Ethics for Financial Services
Ethics - Deakin University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register