Our Team

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Shane Gourley

Director / Financial Planner

Shane has been in the financial services industry since 2002, when he joined Momentum Financial Planning. He has a Bachelor of...

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David Gourley

Director / Financial Planner

David has been in the financial services industry since 2004, when he joined Momentum Financial Planning. He has an Advanced Diploma...

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Donna Hale

Office Manager

Testimonials

"Self-employed people often earn a decent income while working. However, without the benefit of employer-paid superannuation contributions often have little money to live on in retirement. Don’t rely on selling..."

Don’t neglect retirement savings
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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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