Financial Adviser
· NEDLANDS, WA
Briony Jade Gouldthorp
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000430767
Briony Jade Gouldthorp is a financial adviser based in Nedlands, Western Australia, with 11 years of experience in the financial services industry. Briony is currently authorised under Hartley Financial Pty. Ltd.. Briony 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 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
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register