Norman Burnett
Private Client Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
