Financial Adviser · BATEAU BAY, NSW

Sandy Michele Gosper

BATEAU BAY, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003445

Currently at

Sg Wealth

Melbourne, VIC (firm address)

View firm profile

About Sandy Michele Gosper

Sandy Michele Gosper is a financial adviser based in Bateau Bay, New South Wales, with 28 years of experience in the financial services industry since 1998. Sandy is currently authorised under Capstone Financial Planning, operating through Sg Wealth. Sandy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sandy's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Sandy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning (1-8)

Financial Planning Association of Australia

2005

Certified Financial Planner

Financial Planning Association of Australia

2013

Margin Lending

Kaplan Professional

2013

Self Managed Superannuation Funds

Kaplan Professional

2018

Accredited Listed Product Adviser Program

Kaplan Professional

2020

MAA769 Ethics for Financial Services

Ethics - Deakin University

2021

Graduate Diploma of Financial Planning

Deakin University

Registration History

Capstone Financial Planning Pty Ltd

Dec 2024 - Present Current

Capstone Financial Planning Pty Ltd

Apr 2020 - Dec 2024 Ceased

Charter Financial Planning Limited

Dec 2017 - Apr 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Jul 2013 - Dec 2017 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register