Financial Adviser
· WEST PERTH, WA
Julian Norris
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000547
Julian Norris is a financial adviser based in West Perth, Western Australia, with 22 years of experience in the financial services industry. Julian is currently authorised under Morgans Financial Limited. Julian holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Banking and International Business) from University of Technology, Sydney. Julian is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
SDIA Accreditation Program
Deakin University
2003
Bachelor of Business (Banking and International Business)
University of Technology, Sydney
2011
Margin Lending and Geared Investments
Kaplan
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register