Billy Norman Email & Phone Number
Financial Adviser @ Link Wealth Group
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Billy Norman Location
- Melbourne, VIC, AU
Billy Norman Work
- 2020 -now Financial Adviser @
- 2016 -2020 Financial Adviser @
- 2015 -2016 Paraplanner @
- 2014 -2015 Paraplanner @ Pillar Financial Group
- 2012 -2014 Outsourced Paraplanner @ Self Employed
- 2010 -2012 Paraplanner @
- 2003 -2009 Administration Assistant and Paraplanner @ HNC Financial Planning
- 2001 -2006 Retail @ Various
Billy Norman Education
- Financial Planning Association of Australia (FPA)
CERTIFIED FINANCIAL PLANNER®
2014-2017 - RMIT University
Bachelor (Business in Financial Planning)
2010-2012 - FINSIA
Diploma of Financial Services ((Financial Planning))
2005-2006 - Swinburne University of Technology
Bachelor's degree (Information Systems (incomplete))
2002-2005 - St Leonard's College 1995-2001
Billy Norman Skills
- Xplan
- DRAFTonline
- Paraplanning
- SMSF
- Process Efficiency
- Australian Equities
- Business Strategy
- Workflow Management
- Retirement Planning
- Superannuation
- Wealth Management
- Strategic Financial Planning
- Investments
- Insurance
- Portfolio Management
- Client Liaison
- Wealth
- Financial Risk
- Risk Management
- Pensions
- Retirement
- Income Protection
- Financial Services
- Investment Strategies
- Financial Advisory
- Relationship Management
- Financial Planning
- Self Managed Superannuation Funds (SMSF)
- Certified Financial Planner
Billy Norman Summary
- Billy Norman, based in Melbourne, VIC, AU, is currently a Financial Adviser at Link Wealth Group. Billy Norman brings experience from previous roles at Lowe Lippmann Trakman Financial Services, Pillar Financial Group and Self Employed. Billy Norman holds a 2014 - 2017 CERTIFIED FINANCIAL PLANNER® @ Financial Planning Association of Australia (FPA). With a robust skill set that includes Xplan, DRAFTonline, Paraplanning, SMSF, Process Efficiency and more. Billy Norman has 2 emails and 1 mobile phone numbers on RocketReach.
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