Norman Jupp Financial Planner Report

Name:
Norman John Jupp

Rep Number:
000242572

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2015-07-16 onwards

Licensee
Name:

Number:
000224543

ABN:
55 094 972 540

Controlled By:

Appointed By
Name:
Financial Solutions Geraldton Pty Ltd

Licence Number:
001009353

ABN:
75 605 912 945

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
CFP - Certified Financial Planner
DEAKIN UNIVERSITY
Diploma - Financial Planning
Deakin University
Diploma in Life Insurance
Kaplan
Margin Lending Gap Assessment

Memberships
Financial Planning Association of Australia (FPA)