Deen McGoldrick

Ottavo Financial Group

Platinum
14 Yrs Experience
Figtree, NSW 2525
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 \>> Stockbroking \>> 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

$330 hourly consultation fee.

Happy to have a free initial discussion for 15 minutes via phone.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Ottavo Financial Group

Suite 1, 7-9 Bellevue Rd
Figtree, NSW 2525

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190

4.95
10 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 10

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5.00

"'Deen has given me advice in Super and Insurance . Deen was able to explain things to me in a clear way. Through Deen's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Deen's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deen has given me advice in areas including managing debt, income protection, reduce tax and superannuation advice. Deen was able to explain things to me in a clear and concise manner and through Deen's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deen has given valued advice to my wife and I, which we have adopted and carried out. He also advised my wife on aged care regarding her elderly father going into a nursing home. Deen was always clear and concise with his advice and made sure we understood. We are very confident with the advice given by Deen and we always responds to our queries in a timely manner. We have no hesitation in recommending Deen to our friends and family for financial services. we are completely satisfied with the service Deen provides."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Deen is very understanding and capable of answering all my questions with regards to my needs. I am not very good on all financial matters and he helps me and understands my needs and is always willing to to accommodate."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I find Deen very knowledgable in what he is doing for me and I wouldn't hesitate to recommend him to anyone"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Completely happy with Deen's advice and investment."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am extremely happy with Deen’s knowledge & advice . Deen is very professional & willing to talk you through products & services step by step of those offered, making it very clear to understand.,"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deen was very knowledgeable in the area of super and retirement he helped my husband and I keep our eye on the ball for retirement and some strategies to keep in place on the the retirement path. Deen was very clear and had options for us we would recommend Deen to our friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We found Deen to be friendly and professional. He listens to what you have to say and makes you feel very comfortable. Deen understands, and can articulate the importance of making your money work for you. We would have no hesitation in recommending Deen to our friends and family."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have met with Deen and have been very impressed with his ability to listen & give us guidance to what we need to do in order to achieve our financial goals in the future. We left feeling very positive and he was able to give us plenty of other ideas to follow to get where we want to be in the next years."

  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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