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Financial Services Guide

Before we provide you with financial advice, you should read this Financial Services Guide (FSG) because it contains important information designed to help you decide whether to use our services....

Testimonials

"Securing your financial future is an important decision in everyone’s life and we wouldn’t entrust it with anyone else. ¬†Whether you are a passive or active investor, Momentum provides experienced,..."

Matt & Kirsty, Gold Coast
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Meet the Team at Momentum

Shane Gourley

Director / Financial Planner
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

DISCLAIMER | PRIVACY POLICY | FINANCIAL SERVICES GUIDE
TERMS & CONDITIONS

Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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