Norman John Jupp
Financial Adviser in Geraldton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242572
- Location
- Geraldton WA 6531
- Licensee
- TFG Australia Pty Ltd (AFSL 337755)
- Authorised since
- 13 July 2023
- First provided advice
- 1984
- Qualifications
- Diploma in Life Insurance, Deakin University (1994); Cerified Financial Planner, Financial Planning Association (FPA) (2001); Diploma of Financial Planning, Deakin University (2001); Margin Lending Gap Assessment, Kaplan education (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Superannuation excludes Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Norman John Jupp
Norman John Jupp is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geraldton, Western Australia (adviser number 000242572).
The licensee Norman advises under is TFG Australia Pty Ltd (AFS licence 337755). The current authorisation started on 13 July 2023.
The register records 1984 as the year Norman first provided financial advice. The qualifications listed for Norman include Diploma in Life Insurance (Deakin University, 1994), Cerified Financial Planner (Financial Planning Association (FPA), 2001) and Diploma of Financial Planning (Deakin University, 2001). 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 deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation excludes Self Managed Superannuation Funds.”
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Questions people ask
Is Norman John Jupp a registered financial adviser?
Yes. Norman John Jupp is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242572.
Which licensee does Norman John Jupp work under?
TFG Australia Pty Ltd, Australian financial services licence 337755.
What can Norman John Jupp give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Superannuation excludes Self Managed Superannuation Funds."