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Financial Planner

Financial Planner - Norma Falconer Head of Wealth Management Wealth AFP® DIP (FS) Norma Falconer is a Certified Financial Planner and holds the financial planning seat at BNI Skyscrapers. With an impressive career of over 30 years in the...

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Financial Planner - Norma Falconer

Head of Wealth Management
Wealth AFP® DIP (FS)

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Norma Falconer is a Certified Financial Planner and holds the financial planning seat at BNI Skyscrapers.  With an impressive career of over 30 years in the Financial Services Industry. She is accredited to provide a holistic financial planning service that includes investment planning, retirement planning and estate planning. 

Previously, Norma founded and operated her own successful financial planning business for several years, worked in portfolio management, and built and led teams at established banks and financial planning practices in South Africa.

Norma is passionate about converting complexity into simplicity and uncertainty into empowerment for her clients. With experience in advising on regulated investments, business insurance, personal insurance, estate and retirement planning; her focus is on helping clients achieve their investment and retirement goals within their estate planning and business succession liquidity strategy, ultimately leaving them with more time to enjoy life.

Not shy about sharing what she believes in, Norma has been a spokesperson for investment planning and wealth management, and has been a guest on CNBC Africa television, and a radio presenter covering daily economic news.

Outside of work, Norma has two children, a son and daughter, and is involved in many community-based associations; from ‘Women in Business’ to dedicating time to the challenging and important work conducted by the ‘Greater Rape Intervention Project’.

Norma is responsible for all financial planning, wealth and investment management activities at Here Business & Wealth.

(08) 9217 2400
 
Email: hello@herebusiness.com.au
Level 1, 9 Bowman Street
South Perth WA 6151
PO Box 840
South Perth WA 6951

 

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