Whytes Accountants & Business Advisors

Norm Sinclair
SENIOR FINANCIAL PLANNER

“I am motivated by people who have a desire to succeed in life. Our Financial Planning team can add value to you through innovative financial planning solutions to help you achieve and protect this financial success. Our process involves an ongoing commitment to review those solutions regularly.”

Success demands that you plan and seek the right advice  at the right time. I drive the financial success of our clients by taking stock of their current situation and planning for the future.

We work with clients to set long term goals and plan for the resources needed to reach them. We take account of growth projections, profitability, cash flow and working capital requirements to establish realistic frameworks in which plans can be achieved.

Norm has a Diploma of Financial Planning and recently completed his Masters of Financial Planning. Norm has extensive industry experience having worked as a financial planner for the past 9 years and in the financial services industry for over 20 years.

Norm spends his weekends playing soccer, coaching his son’s soccer team and running his daughter to choir and dancing. The family is involved in the local swim club. He is a keen runner and enjoys the odd game
of golf.

Norm Sinclair
Authorised Representative
GWM Adviser Services Ltd
Australian Fianancial Services Licensee
(AFS No:. 230692)

   




 

Financial health assessments
Financial planning
Retirement planning
Portfolio management
Risk management
Superannuation planning + strategy
Estate planning
Remuneration packaging