Richard Norton Financial Planner Report

Name:
Richard Alexander Norton

Rep Number:
000245097

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Burnie, , TAS, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
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
Superannuation

Qualifications
University of Tasmania
Bachelor of Economics
FPA
Certified Financial Planner
CPA
Fellow of CPA Australia
Kaplan
Margin Lending
Tower
Self Managed Super Fund Course

Memberships
Financial Planning Association of Australia (FPA)