Financial Adviser
· TYLDEN, VIC
Shaun Gort
No disciplinary history on record with ASIC
TYLDEN,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001314
About Shaun Gort
Shaun Gort is a financial adviser based in Tylden, Victoria, with 11 years of experience in the financial services industry since 2015. Shaun is currently authorised under Noble Private Wealth, operating through Valour Wealth Management. Shaun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shaun's qualifications include a Bachelor of Business from Victoria University. Shaun is a member of SMSF Association.
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
2012
Bachelor of Business
Victoria University
2014
Certificate IV in Finance and Mortgage Broking
Kaplan
2015
ASX Lister Product Adviser
Kaplan
2017
SMSF Specialist Adviser
SMSF Association
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
MTIS PRIVATE WEALTH PTY LTD
restricted from giving advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register