Data sourced from ASIC Financial Advisers Register
Financial Adviser · COFFS HARBOUR, NSW

Shane Paul Gourley

22 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000254486

Shane Paul Gourley is a financial adviser based in Coffs Harbour, New South Wales, with 22 years of experience in the financial services industry. Shane is currently authorised under Charter Financial Planning Limited. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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