Financial Adviser · WEST PERTH, WA

Julian Norris

WEST PERTH, WA

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000547

Licensee

Morgans Financial Limited

Brisbane, QLD (licence address on ASIC register)

View licensee

About Julian Norris

Julian Norris is a financial adviser based in West Perth, Western Australia, with 22 years of experience in the financial services industry since 2004. Julian works at Morgans Financial, which is licensed through 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). Julian's 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

Morgans Financial Limited

Nov 2019 - Present Current

Commonwealth Securities Limited

Mar 2012 - Nov 2019 Ceased

Commonwealth Securities Limited

Mar 2004 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register