Julian Norris
Financial Adviser
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About
Julian Norris is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals through strategic and personalised advice. With a strong educational foundation including a Bachelor of Business (Banking and International Business) from the University of Technology, Sydney (2003) and SDIA Accreditation Program from Deakin University (2002), Julian combines academic knowledge with practical experience. Julian further enhanced his expertise with certifications in Margin Lending and Geared Investments (Kaplan, 2011) and Tax for Financial Advising (Kaplan Professional, 2025). His commitment to professional excellence is reflected in his membership with the Stockbrokers and Investment Advisers Association (SIAA). Authorised to provide advice on wealth management, securities, and government debt securities, Julian offers comprehensive financial solutions tailored to individual needs. He focuses on building long-term relationships with clients, guiding them through every step of their financial journey. Key services include: • Wealth Management • Investment Advice • Portfolio Construction • Securities Trading • Government Debt Securities Ready to take control of your financial future? Contact Julian today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of clients does Julian Norris typically work with?
Julian works with a diverse range of clients, including individuals, families, and small businesses, all seeking to achieve their financial goals through tailored investment and wealth management strategies.
What qualifications does Julian Norris have?
Julian holds a Bachelor of Business (Banking and International Business) from the University of Technology, Sydney, an SDIA Accreditation from Deakin University, and certifications in Margin Lending and Geared Investments and Tax for Financial Advising from Kaplan Professional. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
What is Julian Norris's approach to financial advising?
Julian takes a personalised approach to financial advising, focusing on understanding each client's unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives.
What should I expect during my first meeting with Julian?
During your initial consultation with Julian, you can expect to discuss your financial goals, current situation, and any concerns you may have. Julian will then outline how he can assist you and explain his advisory process.
Can Julian Norris help me with my investment portfolio?
Yes, Julian is authorised to provide advice on securities and wealth management, and can assist you with constructing and managing your investment portfolio to align with your financial goals and risk profile.
Get in Touch
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