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.
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.
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!
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.
Financial Solutions Geraldton289 Marine Terrace
Geraldton, WA 6530
- 8:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 4
- First year providing advice 1984
- Years of experience 38
- Certified Financial Planner (CFP)
FYG Planners Pty Ltd