Financial Adviser
· KEW, VIC
Norman Mo
No disciplinary history on record with ASIC
KEW,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000405643
Norman Mo is a financial adviser based in Kew, Victoria, with 26 years of experience in the financial services industry since 2000. Norman is currently authorised under Pennywise Financial Services, operating through Momentum (Vic). Norman holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Norman's qualifications include a Certified Financial Planner from FPA. Norman is a member of 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
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
Registration History
Source: ASIC Financial Advisers Register