Financial Adviser · COFFS HARBOUR, NSW

Shane Paul Gourley

COFFS HARBOUR, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000254486

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Shane Paul Gourley

Shane Paul Gourley is a financial adviser based in Coffs Harbour, New South Wales, with 22 years of experience in the financial services industry since 2004. Shane is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Business

Griffith University

2006

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2021

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2012 - Present Current

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

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register