I was born, bred and married in Geraldton. My wife Helen and I raised our four children in what we believe is one of the best places for families in Australia. Past generations of our family were heavily involved in the community through farming, retail and sports development. With help from some mates, my father was involved with starting basketball and junior cricket in Geraldton.

Proudly I inherited my dad’s passion for sport and my mum’s work ethic. I utilised these traits to help develop sporting programs to help children and teenagers learn, build confidence and grow as individuals. This passion for helping people led me to commence my career in the Financial Planning profession in 1984.

Today, being the most experienced Financial Planner in Geraldton (getting old, I guess!!) has allowed me to combine my knowledge with my passion, to help make a real difference in our client’s lives.

In my opinion, the most important trait for a good financial planner is listening, respecting opinions and understanding each client.

We highly value the friendship and close personal relationships we build with our clients and their families. Our clients have told us they highly value the peace of mind they get from knowing they have a professional partner working with them and everything will be OK.

It is for this reason we take very seriously our fiduciary duty and our commitment to providing ‘Financial advice for life’ so our clients can focus on enjoying the important things that really matter.

Norm has nearly 40 years of experience in the industry, is a Certified Financial Planner® and has a Graduate Diploma in Financial Planning. Norm is a member of the Financial Advice Association Australia (FAAA).

Meet the rest of the team

Are we the right financial advisors for your specific needs?
You can call us directly on 08 9200 3123 to discuss.
Or you can tell us a bit more about yourself via this questionnaire and we can call you.

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