SHANE PAUL GOURLEY

Financial Adviser · Coffs Harbour, NSW

Registered

Registration Number

000254486

Registration Status

Registered

Location

Coffs Harbour, NSW 2450

Providing Advice Since

2004

Registration Date

06/06/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2021 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.