Financial Adviser
· NEWCASTLE WEST, NSW
Norma Jane Samson
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000360167
Norma Jane Samson is a financial adviser based in Newcastle West, New South Wales, with 18 years of experience in the financial services industry. Norma is currently authorised under Alliance Wealth Pty Ltd. Norma holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Norma 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Margin Lending Accreditation Program
Financial Essentials
2015
Advanced Diploma of Financial Planning
Mentor Education
2015
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
Not authorised to provide advice on Aged Care and Listed Securities (Portfolios > $300k).
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register