Norman Sinclair
Financial Adviser
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About
Norman Sinclair is an ASIC-registered financial adviser based in Fortitude Valley, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from Deakin University (2002) and a Masters of Financial Planning from the University of Sunshine Coast (2007), Norman possesses a strong academic foundation complemented by years of practical experience. He is also a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrating his commitment to upholding the highest professional standards. Norman is authorized to provide advice on a broad range of financial products, ensuring clients receive well-rounded strategies aligned with their unique circumstances. This includes expertise in superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, Government Debt Securities, and Foreign Exchange. Key services include: • Superannuation advice to help you maximise your retirement savings. • Comprehensive insurance solutions to protect you and your family. • Strategic wealth management to grow your assets over time. • Retirement planning to secure your financial future. • Investment advice across a wide range of products, including securities and derivatives. Ready to take control of your financial future? Contact Norman Sinclair today for a consultation and personalised financial advice.
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Frequently Asked Questions
What types of financial advice does Norman Sinclair offer?
Norman Sinclair provides advice on a range of financial areas including superannuation, insurance, wealth management, retirement planning, and investment strategies. He is also qualified to advise on specific financial products like securities and derivatives.
What are Norman Sinclair's qualifications and professional memberships?
Norman holds a Diploma of Financial Planning from Deakin University and a Masters of Financial Planning from the University of Sunshine Coast. He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process for becoming a client of Norman Sinclair?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Norman will then develop a tailored financial plan based on your needs. Regular reviews will ensure your plan remains aligned with your evolving circumstances.
What can I expect from a consultation with Norman Sinclair?
You can expect a thorough assessment of your financial situation, a clear explanation of your options, and a personalised plan designed to help you achieve your financial goals. Norman is committed to providing transparent and easy-to-understand advice.
Does Norman Sinclair specialise in SMSF advice?
Yes, Norman Sinclair is a member of the SMSF Association and has expertise in providing advice related to Self-Managed Superannuation Funds (SMSFs), including setup, management, and compliance.
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