Norm Jupp

Financial Solutions Geraldton

Silver
38 Yrs Experience
Geraldton, WA 6530

Recent reviews

Financial Solutions Geraldton

289 Marine Terrace
Geraldton, WA 6530

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1984
  • Years of experience 38
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

FYG Planners Pty Ltd

AFSL 224543

4.90
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"We have never used a financial advisor but were delighted by the service provided by Norm and his office staff, who understood our problem and dealt with it effectively and with minimal fuss. We have enjoyed our sessions with Norm, where he asks sensible questions and understands our goals and desires. His advice is backed with evidence, he provides links for further information should we be unsure and he regularly provides options so that we can choose between products. He has advised us on a wide range of matters, beyond the usual scope of expectation. In addition, he is funny and kind and available at a moment's notice for our queries."

  • Government Assistance
  • Retirement & Pension
  • Socially Responsible
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have just had to do a complex review of my finances relating to Centrelink benefits. Norm and his staff took all my information and submitted an excellent report to Human Services ( MYGOV ). They took away a very stressful situation for me. I am 81 years and I coukdnt have coped without Norm and staff."

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norm has been the fundamental factor behind being able to set a diversified investment portfolio that will benefit myself in the years to come. As a younger client, I was nervous approaching anyone for advice but Norm was incredibly welcoming and knowledgeable in the field. I highly recommend him to anyone young, old, novice or expert as he is a pleasure to deal with!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Norman has been my financial adviser for over ten years, assisting me in managing my Superannuation when it was in the accumulation phase, and later when it was converted to an Allocated Pension. His knowledge of Centrelink requirements is excellent. I am very confident that the advice given to me was right for my needs. I can fully recommend him to anyone seeking a Financial Adviser."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1994

Margin Lending Gap Assessment

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Life Insurance

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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