Financial Adviser
· FORTITUDE VALLEY, QLD
Norman Mcleod Sinclair
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249943
Norman Mcleod Sinclair is a financial adviser based in Fortitude Valley, Queensland, with 29 years of experience in the financial services industry. Norman is currently authorised under Oreana Financial Services Pty Ltd. Norman 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 Masters of Financial Planning from University of Sunshine Coast. Norman is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Deakin University
2007
Masters of Financial Planning
University of Sunshine Coast
Registration History
Source: ASIC Financial Advisers Register