Financial Adviser
· BATEAU BAY, NSW
Sandy Michele Gosper
No disciplinary history on record with ASIC
BATEAU BAY,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003445
Practice
Bateau Bay, NSW (practice address on ASIC register)
Licensed through Capstone Financial Planning
About Sandy Michele Gosper
Sandy Michele Gosper is a financial adviser based in Bateau Bay, New South Wales, with 28 years of experience in the financial services industry since 1998. Sandy works at SG Wealth, which is licensed through Capstone Financial Planning. Sandy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sandy's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Sandy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning (1-8)
Financial Planning Association of Australia
2005
Certified Financial Planner
Financial Planning Association of Australia
2013
Margin Lending
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2021
Graduate Diploma of Financial Planning
Deakin University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register