David Gourley

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Director / Financial Planner

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

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

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.

 

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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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