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- Financial Advisers Australia (FAA)
- 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