Data sourced from ASIC Financial Advisers Register
Financial Adviser · KEW EAST, VIC

William Charles Norman

10 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000310453

William Charles Norman is a financial adviser based in Kew East, Victoria, with 10 years of experience in the financial services industry. William is currently authorised under Akumin Financial Planning Pty Limited. William 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 Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Finsia
2011
Business Law
Open University
2012
Taxation
Open University
2013
Bachelor of Business (Financial Planning)
Royal Melbourne Institute Of Technology
2017
SMSF Specialist Advisor Program
SMSF Association
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2018
Margin Lending
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Feb 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Hillross Financial Services Limited
Oct 2016 - Jan 2020 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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