SB
Sharyn Bungey
Client Services Manager/Paraplanner at Goldsborough Financial Services
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Work Experience
Client Services Manager/Paraplanner
Jul 2021 - Present · 3 years and 5 months
North Adelaide Financial Advice
Associate
Jun 2017 - Jun 2021 · 4 years
Bayside WIN Financial Strategists Pty Ltd
Financial Adviser/Paraplanner
Jan 2001 - Jul 2017 · 16 years and 6 months
Company Details
For over 30 years Goldsborough have been providing personal financial planning services to individuals and families from the city and regional areas of South Australia, as well as a number who live interstate or overseas. We have a team of nine approachable, professional and knowledgeable financial planners who love to help their clients articulate and achieve their financial goals. The advisers are supported by a team of dedicated and friendly staff who assist in ensuring our client service is exceptional. The company is owned entirely by advisers and staff and we hold our own Australian Financial Services License (AFSL No: 225330) so that we can ensure our service is always tailored to respond specifically to each client. We are a referral based practice but welcome the opportunity to speak with any prospective client to discuss how we might be able to assist you to meet your goals. Goldsborough are a Financial Planning Association Professional Practice.
Year Founded
1992
Social Media
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Industry
Financial Services
HQ Location
160 Greenhill Road PARKSIDE, SOUTH AUSTRALIA 5063, AU
Keywords
Retirement Planning and AdviceTransition to Retirement StrategiesInvestment AdviceAged Care PlanningEstate PlanningRisk InsuranceSelf Managed Super Fundsand Educational Seminars - Retirement & Redundancy
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