William Norman

Client Services Officer

William Norman

As part of the Financial Planning team Will enjoys working alongside the Advisors to ensure the complexities of financial planning and strategy are addressed on our clients' behalf, delivering them with positive outcomes and peace of mind about their financial future.

Will has an interest in investment and wealth management and intends to continue developing his knowledge and experience by completing his CFP qualification and learning from the O'Brien team. He looks forward to being able to provide considered, valuable advice and developing client relationships.

Contact Will
Phone: 03 8850 3333
Email: wnorman@obbc.com.au
LinkedIn


Qualifications

  • Bachelor of Commerce (Financial Planning)

A few more team members

William Sullivan

William Sullivan

Senior Accountant

William Sullivan
Lisa Sweeting

Lisa Sweeting

Marketing & Communications Co-ordinator

Lisa Sweeting
Suzanne Jreij

Suzanne Jreij

Client Services Officer

Suzanne Jreij
Anna Di Sebastiano

Anna Di Sebastiano

Practice Administrator

Anna Di Sebastiano
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330