SHARON LEE GOODWIN
Financial Adviser · Charlestown, NSW
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2015 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2024 - FPE020 SMSF Regulations and Taxaion - Other - Kaplan Higher Education
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.