Financial Adviser · NEDLANDS, WA

Briony Jade Gouldthorp

NEDLANDS, WA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 000430767

Currently at

David Anthony Hartley

Picton, NSW (firm address)

View firm profile

About Briony Jade Gouldthorp

Briony Jade Gouldthorp is a financial adviser based in Nedlands, Western Australia, with 11 years of experience in the financial services industry since 2015. Briony is currently authorised under Hartley Financial, operating through David Anthony Hartley. Briony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Briony's qualifications include a Bachelor of Commerce (Accounting and Financial Planning) from Curtin University of Technology. Briony is a member of CPA Australia (CPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce (Accounting and Financial Planning)

Curtin University of Technology

2018

CPA Program

CPA Australia

2020

Accredited Listed Product Adviser Program

Kaplan Professional

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Hartley Financial Pty. Ltd.

Dec 2024 - Present Current

Consultum Financial Advisers Pty Ltd

May 2022 - Nov 2024 Ceased

Capstone Financial Planning Pty Ltd

Apr 2020 - Apr 2022 Ceased

Financial Wisdom Limited

Feb 2015 - Apr 2020 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Financial Wisdom Limited

Nov 2012 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register