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  3. Sharon Lee Goodwin

Sharon Lee Goodwin

Name
Sharon Lee Goodwin
ID
455141
ABN
–
First Provided Advice
2014
Restrictions
Restricted as per "Letter of Authorisation" issued

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional
  • 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
  • 2020 - Ethics in Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Jan. 16, 2023
Ceased
May 26, 2023
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
July 3, 2023
Ceased
Feb. 29, 2024
Status
Ceased
Licence Holder
Oracle Investment Management Pty Ltd (#430574)
Commenced
Oct. 21, 2019
Ceased
July 14, 2022
Status
Ceased
Licence Holder
Politis Investment Strategies Pty Ltd (#253125)
Commenced
July 19, 2022
Ceased
Jan. 15, 2023
Status
Current
Licence Holder
Gps Wealth ltd (#254544)
Commenced
March 1, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
March 18, 2014
Ceased
Oct. 19, 2016
Status
Ceased
Licence Holder
Politis Investment Strategies Pty Ltd (#253125)
Commenced
Oct. 24, 2016
Ceased
Oct. 15, 2019