SHAUN GORT
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Business - Bachelor Degree (AQF 7) - 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 - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
SMSF Association
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.