Financial Adviser · ASCOT, WA

Norma Louise Falconer

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001243315

Norma Louise Falconer is a financial adviser based in Ascot, Western Australia, with 10 years of experience in the financial services industry. Norma is currently authorised under Australian Financial Directions 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 Certified Financial Planner from Financial Planning Institute of South Africa. Norma is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products

Restrictions: Managed Investment Schemes are limited to those Product Providers contained on the Licensee's APL.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Certified Financial Planner
Financial Planning Institute of South Africa
2017
Diploma of Financial Planning
Monarch Institute
2019
Accredited Listed Product Adviser Program
Kaplan
2020
FASEA Exam
FASEA
2021
Ethics for Financial Services (Intensive)
Ethics - Deakin University
2025
Financial Planning
Deakin University

Registration History

Dec 2021 - Present Current
Managed Investment Schemes are limited to those Product Providers contained on the Licensee's APL.
Jan 2024 - Apr 2024 Ceased
Jan 2020 - Jun 2021 Ceased
Oct 2019 - Jan 2020 Ceased
Nov 2017 - Sep 2019 Ceased
May 2017 - Nov 2017 Ceased
Feb 2017 - May 2017 Ceased
Same as Licensee excluding Margin Lending and Securities

Source: ASIC Financial Advisers Register