Julian Norris

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MeSAFAA

Authorised Representative: 001000547

Senior Investment Adviser

"With a passion for markets and placing the client at the centre of everything I do, I take pride in assisting clients achieve their objectives in the stock market. Taking into account their goals and objectives, time horizon for investment and tolerance for risk I strive to provide quality advice and unrelenting service."

With over 20 years' experience in Financial markets, Julian has in-depth understanding of listed investments, providing a full service investment advice and stock broking service to high end retail clients along with Sophisticated and Professional investors. Julian's priority is to continuosly provide his clients with quality investment advice, a high level of client service with priority access to deal flow and adding value to client investment portfolios over the medium to long term.

Services and specialities

  • Fixed Interest and Cash Management
  • Investment Advice
  • Margin Lending and Gearing Strategies
  • Stockbroking

Investment Style

Julian takes an active approach to portfolio management, continuosly reviewing portfolios and with an eye for value identifying entry and exit opportunities in predominately S&P/ASX 200 companies. Julian constructs personalised tailored portfolios and can review existing share portfolios and taking into consideration each client's goal/objectives, appetite for risk and time horizon for investment will advice clients accordingly using a bottom-up top-down approach based on quality research of individual stocks and taking into consideration the overall macro-economic environment and market sector backdrop.

Industry Education & Experience

Qualifications
  • Bachelor of Business, University of Technology, 2003
  • SDIA Accrediation Program, Deakin and Stockbrokers & Financial Advisers, 2002
Professional Associations
  • Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - West Perth - Retail Equities. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.