Norman Mo
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000405643
- Location
- Kew VIC 3101
- Licensee
- Pennywise Financial Services Pty Ltd (AFSL 546603)
- Authorised since
- 13 August 2024
- First provided advice
- 2000
- Qualifications
- Bachelor of Economics, UWA (1993); Grad Dip Financial Planning, Securities Institute of Australia (1999); Certified Financial Planner, FPA (2002); Margin Lending and Geared Investments, Kaplan (2011)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Norman Mo
Norman Mo is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kew, Victoria (adviser number 000405643).
Norman provides advice as an authorised representative of Pennywise Financial Services Pty Ltd, which holds Australian financial services licence 546603. That authorisation dates from 13 August 2024.
The register records 2000 as the year Norman first provided financial advice. Qualifications and training on file include Bachelor of Economics (UWA, 1993), Grad Dip Financial Planning (Securities Institute of Australia, 1999) and Certified Financial Planner (FPA, 2002). Norman is recorded as a member of 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.
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Questions people ask
Is Norman Mo a registered financial adviser?
Yes. Norman Mo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000405643.
Which licensee does Norman Mo work under?
Pennywise Financial Services Pty Ltd, Australian financial services licence 546603.
What can Norman Mo 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.