Sharon Lee Goodwin
Financial Adviser in Umina Beach, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000455141
- Location
- Umina Beach NSW 2257
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 18 December 2024
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Pinnacle Financial Services Academy (2014); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2016); TASACLv1 Commercial Law, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Master of Financial Planning, Kaplan Higher Education (2022); FPE020 SMSF Regulations and Taxaion, Kaplan Higher Education (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sharon Lee Goodwin
Sharon Lee Goodwin is a financial adviser in Umina Beach, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000455141.
The licensee Sharon advises under is GPS Wealth Ltd (AFS licence 254544). That authorisation dates from 18 December 2024.
The register records 2014 as the year Sharon first provided financial advice. The qualifications listed for Sharon include Diploma of Financial Planning (Pinnacle Financial Services Academy, 2014), TASA and the TPB Code of Professional Conduct (Kaplan Professional, 2015) and Advanced Diploma of Financial Planning (Kaplan Professional, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sharon Lee Goodwin a registered financial adviser?
Yes. Sharon Lee Goodwin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000455141.
Which licensee does Sharon Lee Goodwin work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Sharon Lee Goodwin 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.