Julie Norris
Financial Adviser
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About
Julie Norris is an ASIC-registered financial adviser dedicated to helping individuals and families in Woonona, NSW, achieve their financial goals. With a solid foundation in commerce and law from the University of Wollongong, including ACCY251 Taxation Law and LAW261 Law of business organisations, Julie combines academic rigor with practical experience to deliver tailored financial solutions. Her qualifications also include Margin Lending and Geared Investments from Kaplan Professional and MAI769 Ethics for Financial Services from Deakin University. As a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), Julie adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, ensuring her clients receive well-rounded guidance. Julie specialises in: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Julie can provide the expert advice you need. Contact Julie today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Julie Norris offer?
Julie Norris provides advice on a wide range of financial products including superannuation, insurance, wealth management, retirement planning, and various investment products such as life insurance and securities. She can help you create a comprehensive financial plan tailored to your specific needs.
What are Julie Norris' qualifications and memberships?
Julie holds a Bachelor of Commerce from the University of Wollongong, with studies in Taxation Law and Law of Business Organisations, and has completed courses in Margin Lending and Geared Investments and Ethics for Financial Services. She is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
How does Julie Norris approach financial planning?
Julie takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. She then develops a personalised plan to help you achieve your objectives, providing ongoing support and guidance along the way.
What should I expect during my first meeting with Julie?
During your initial consultation, Julie will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Julie, understand her approach, and determine if she is the right financial adviser for you. You should bring any relevant financial documents, such as superannuation statements and insurance policies.
Why should I choose Julie Norris as my financial adviser?
Julie offers expert, tailored financial advice with a strong emphasis on ethics and client service. Her extensive qualifications, coupled with her memberships in leading industry bodies, ensure she is well-equipped to help you navigate the complexities of financial planning and achieve your long-term goals.
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