William Charles Norman
Financial Adviser in Kew East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310453
- Location
- Kew East VIC 3102
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 14 February 2020
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Services (Financial Planning), Finsia (2007); Business Law, Open University (2011); Taxation, Open University (2012); Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2013); SMSF Specialist Advisor Program, SMSF Association (2017); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Margin Lending, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About William Charles Norman
William Charles Norman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kew East, Victoria (adviser number 000310453).
William provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 14 February 2020.
The register records 2016 as the year William first provided financial advice. The qualifications listed for William include Diploma of Financial Services (Financial Planning) (Finsia, 2007), Business Law (Open University, 2011) and Taxation (Open University, 2012).
William is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is William Charles Norman a registered financial adviser?
Yes. William Charles Norman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310453.
Which licensee does William Charles Norman work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can William Charles Norman 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."