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Shane Gourley – Director/Financial Planner

Shane has been in the financial services industry since 2002, when he joined Momentum. He has a Bachelor of Business degree from Griffith University, as well as an Advanced Diploma of Financial Services (Financial Planning) and is an authorised representative of AXA Financial Planning. Shane’s expertise is in providing complete financial advice in all areas of financial planning with a focus on superannuation and risk insurance strategies for wealth accumulators and pre retirees.

David Gourley – Director/Financial Planner

David has been in the financial services industry since 2004, when he joined Momentum. He has an Advanced Diploma of Financial Services (Financial Planning) and is an authorised representative of AXA Financial Planning. David’s expertise is in providing complete financial advice in all areas of financial planning with a focus superannuation strategies and personal risk insurances.

Tom Gourley – Financial Planner

Tom has had over 25 years experience in the financial services industry, and was the principal and owner of Momentum before its purchase by Shane and David in 2010. Tom is CFP qualified through Deakin University and is an authorised representative of AXA Financial Planning. Tom maintains a very active role in the business, maintaining client relationships and developing centres of influence. Tom’s expertise is in providing complete financial advice in all areas of financial planning with a focus on retirement strategies and estate planning.


Testimonials

"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."

Glenn and Narelle Soper – Coffs Harbour
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Meet the Team at Momentum

Donna Hale

Office Manager
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.

 

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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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