Financial Planning

Norman Wicks & Co is proud to be associated with Ozwizard Pty Ltd  ABN 52079726328 which conducts the financial planning division.

Professional Investment Services Pty Ltd (“the Licensee”), are holders of Australian Financial Services Licence Number 234951 under the Corporations Act. ABN. 11074608558.

Norman Wicks (No.222914) and Margaret Wicks (No. 305421) are authorised Representatives of the Licensee (Professional Services Pty Ltd) pursuant to section 916A of the Corporations Act and is authorised to provide financial advice in the following areas:

• Financial Planning
• Generic Knowledge
• Superannuation
• Self Managed Superannuation Funds

Please fill in the attached Client Data Form found under Client Forms which you are required to fill in by law prior to making an appointment with Norman or Margaret.