Data sourced from ASIC Financial Advisers Register
Financial Adviser · GERALDTON, WA

Norman John Jupp

42 Years experience
Tax advice
authorised
Currently at
Tfg Australia Pty Ltd
Como, WA
View firm profile
ASIC Registered · ADV 000242572

Norman John Jupp is a financial adviser based in Geraldton, Western Australia, with 42 years of experience in the financial services industry. Norman is currently authorised under Tfg Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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

Restrictions: Superannuation excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1994
Diploma in Life Insurance
Deakin University
2001
Cerified Financial Planner
Financial Planning Association (FPA)
2001
Diploma of Financial Planning
Deakin University
2011
Margin Lending Gap Assessment
Kaplan education
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Tfg Australia Pty Ltd
Jul 2023 - Present Current
Superannuation excludes Self Managed Superannuation Funds
Fyg Planners Pty Ltd
Jul 2015 - Jul 2023 Ceased
GWM ADVISER SERVICES PTY LTD
Dec 2003 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register