Norma Jane Samson
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000360167
- Location
- Newcastle West NSW 2302
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 17 July 2023
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Margin Lending Accreditation Program, Financial Essentials (2011); Advanced Diploma of Financial Planning, Mentor Education (2015); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Norma Jane Samson
On the Financial Advisers Register kept by ASIC, Norma Jane Samson appears as a current financial adviser in Newcastle West, New South Wales, adviser number 000360167.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 17 July 2023.
According to the register, Norma first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Margin Lending Accreditation Program (Financial Essentials, 2011) and Advanced Diploma of Financial Planning (Mentor Education, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Norma Jane Samson a registered financial adviser?
Yes. Norma Jane Samson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000360167.
Which licensee does Norma Jane Samson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Norma Jane Samson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.