Norman Howe

Strat X Advisory

Silver
18 Yrs Experience
Macquarie Park, NSW 2113

Recent reviews

Strat X Advisory

Level 4, The Park, 5 Talavera Rd
Macquarie Park, NSW 2113

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 27
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Avalonfs Pty Ltd

AFSL 437518

4.90
27 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 27

Sort by

5.00

"Norman has given me advice on starting my SMSF. He explained everything in an easy to understand format and has given me confidence that this was the right path for me to grow my wealth for my retirement. I would not hesitate to recommend Norman to anyone."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norman's wealth of knowledge of all things relating to superannuation, retirement planning, investments and life insurance is second to none. He provides this advice in layman's terms and, along with his attention to detail, I always feel confident with the advice received from him. Norman always makes time to address any concerns and avoid potential issues."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My most recent experience with Norman has involved his providing me advice with regards to potential property purchases. Despite the first property ultimately not working out for me, Norman was of the upmost assistance throughout the entire process. From reviewing the contract through to exhausting all efforts to obtain the requisite finance in a very short period of time, his assistance was invaluable and made me feel reassured at all times. And, despite all that work and effort, due to my being unsuccessful in obtaining that property, he refused to accept any payment whatsoever for the service provided. Once I found an alternative property, of course Norman was again the first person to whom I turned for advice. Especially given the uncertainty in the property market stemming from this current extended lockdown, it has been overwhelmingly reassuring to once again have the benefit of Norman’s sound advice, guidance and reassurance. Had it not been for that, my hesitation to proceed with that property last Friday would almost certainly have seen me miss out on what I believe will ultimately be an extremely sound investment. I cannot extend my gratitude to Norman enough for all his care throughout this entire process and would not hesitate to recommend the services of Strata X Advisory to anyone requiring sound, reliable and trusted financial advice."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norm is always available and patiently walks us through what we need to understand."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norman very thoroughly examined our financial situation and promptly offered sound advice for the future, which we will embrace and report back to him regularly. Would highly recommend."

  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norman gave me a very comprehensive, practical, and easy to understand advice. My personal and business affairs are intertwined and somewhat complex and Norman helped me unravel and lay out a practical legacy plan. Norman has a depth of knowledge not normally found in every day financial planners. I am grateful for all the assistance that Norman has rendered me."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norman has provided me always with honest and sound advice in a wide variety of areas including protection for my family and health, growth assets and tax strategies ensuring we continue to be on the right path for continued financial growth and security, now and the future."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norman provided me with advice on how to effectively managing my finances post redundancy. The advice Norman provided enabled me to make an informed decision regarding my options. Norman’s knowledge and experience gave the the confidence to follow his advice."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norm is a diligent adviser who really cares about his clients."

  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Norman provided me with retirement advice including overseas retirement pension inclusion with Australian superannuation. Norman and his associates were responsive and the advice was timely, accurate and appropriate."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Master of Business Administration

Level
9 - Masters Degree
Institution
Australian Catholic University (ACU)
Completed
2012

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
Australian Securities Exchange (ASX)
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004
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