A city skyline at night with a boat in the water.
Norman Burnett

Norman Burnett

BCom GradDipAppFin
Authorised representative number: 000259361

Private Client Adviser

I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments.
Norm focuses on long-term wealth creation and portfolio management tailored to each client's specific financial goals and objectives. This involves obtaining full information from clients with the view of advising on appropriate financial planning, superannuation and investment strategies.

Investment Style

Norm considers all asset classes to determine the most appropriate asset allocations for each client’s needs and risk profile. Investments include direct equities, managed funds, fixed interest and term deposits.

Services and Specialties

Portfolio Administration
Personal Insurance
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning

Qualifications and Professional Affiliations

Bachelor of Commerce (Management & Marketing)
Graduate Diploma of Applied Finance & Investment


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Life Insurance
Managed Investments
Financial Planning
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.