Financial Adviser
· UMINA BEACH, NSW
Sharon Lee Goodwin
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455141
Sharon Lee Goodwin is a financial adviser based in Umina Beach, New South Wales, with 12 years of experience in the financial services industry. Sharon is currently authorised under Gps Wealth Ltd. Sharon 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 Master of Financial Planning from Kaplan Higher Education.
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
2014
Diploma of Financial Planning
Pinnacle Financial Services Academy
2015
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Master of Financial Planning
Kaplan Higher Education
2024
FPE020 SMSF Regulations and Taxaion
Kaplan Higher Education
Registration History
Superannuation does not include authorisation for Self Managed Super Funds
Financial product advice restricted as per 'Notice of Authorisation' issued
Restricted as per "Letter of Authorisation" issued
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register