Financial Adviser · MORNINGTON, VIC

Norman Dennis

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000336352

Norman Dennis is a financial adviser based in Mornington, Victoria, with 17 years of experience in the financial services industry. Norman is currently authorised under Consultum Financial Advisers 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 Diploma Financial Services (Financial Planning) FNS50804 from Kaplan Australia. 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

2009
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2011
RG146 Provide Advice in Margin Lending
MLC ThreeSixty

Registration History

Jun 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
May 2008 - May 2021 Ceased

Source: ASIC Financial Advisers Register