Shane Paul Gourley
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000254486
- Location
- Coffs Harbour NSW 2450
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 6 June 2012
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, Griffith University (1998); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2006); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Paul Gourley
Shane Paul Gourley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Coffs Harbour, New South Wales (adviser number 000254486).
Shane provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 6 June 2012.
The register records 2004 as the year Shane first provided financial advice. Qualifications and training on file include Bachelor of Business (Griffith University, 1998), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2006) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Shane Paul Gourley a registered financial adviser?
Yes. Shane Paul Gourley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000254486.
Which licensee does Shane Paul Gourley work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Shane Paul Gourley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."