Deen McGoldrick

PSK Private Wealth

Platinum
16 Yrs Experience
North Wollongong, NSW 2500

Deen McGoldrick joined the finance industry in 2000. Deen’s initial 8 years provided him with experience in banking and loans, before transitioning into Financial Planning in 2008.

Deen McGoldrick is a Certified Financial Planner™ and has completed the Advanced Diploma in Financial Services (Financial Planning), Graduate Diploma in Financial Planning and a Masters in Applied Finance.

Deen McGoldrick is able to assist clients in the area of:

\>> Tax-effective investment strategies

\>> Superannuation strategies

\>> Retirement planning

\>> Centrelink entitlements

\>> Salary packaging

\>> Life insurance (life, TPD, trauma, income protection, business expenses)

\>> Estate planning

Backed by a team of leading research analyst’s clients have access to a range of leading Australian and international fund managers as well as listed investments.

Deen McGoldrick is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.94
  • Number of reviews 12
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

PSK Private Wealth

Enterprise 1, Suite 4, Ground Floor, Innovation Campus - Squires way
North Wollongong, NSW 2500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Psk Advisory Services Pty Ltd

AFSL 234656