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.
Deen's commitment is second to none. After being left high and dry by another financial planner, I approached Deen and I am happy to say that everything I needed has been done and resolved in a reasonable timeframe with full open communication along the way.
Deen is a very ethical person, he listens to what we had to say and tailored his recommendations accordingly. We are extremely pleased with the final outcome and would have no hesitation in recommending Deen to friends and family.
'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.'
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.
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.
- Adviser status Platinum
- Number of reviews 12
- First year providing advice 2008
- Years of experience 15
- Master of Applied Finance
PSK Private WealthSuite 4 Ground Floor, Enterprise 1 Innovation Campus Squires Way
North Wollongong, NSW 2522
- 9:00am – 5:00pm Monday – Friday
Psk Advisory Services Pty Ltd