Financial Adviser · MORNINGTON, VIC

Sari Louise Goosey

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000322410

Sari Louise Goosey is a financial adviser based in Mornington, Victoria, with 18 years of experience in the financial services industry. Sari is currently authorised under Integrity Financial Planners Pty. Ltd.. Sari 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 Bachelor of Business (Accounting) from Monash University. Sari 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Business (Accounting)
Monash University
1999
Certified Practising Accountant
CPA

Registration History

Feb 2011 - Present Current
FRANKSTON FINANCIAL SERVICES PTY. LTD.
Feb 2008 - Feb 2011 Ceased

Source: ASIC Financial Advisers Register