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Norman Burnett
BCom GradDipAppFin
Private Client Adviser
I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments.
Norm focuses on long-term wealth creation and portfolio management tailored to each client's specific financial goals and objectives. This involves obtaining full information from clients with the view of advising on appropriate financial planning, superannuation and investment strategies.
Investment Style
Norm considers all asset classes to determine the most appropriate asset allocations for each client’s needs and risk profile. Investments include direct equities, managed funds, fixed interest and term deposits.
Services and Specialties
Portfolio Administration
Personal Insurance
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Commerce (Management & Marketing)
Graduate Diploma of Applied Finance & Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Securities
Tax (financial) Adviser
Superannuation
Margin Lending
Life Insurance
Generic
Managed Investments
Financial Planning
FASEA Financial Adviser Exam
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
