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Dee Goesch

A & B Financial Planning

Bronze
6 Yrs Experience
Temora, NSW 2666

I became a partner of A&B Financial Planning in July 2020. Starting this part of my career in the financial services industry in retail banking in 2009; I then joined the A&B Financial Planning team in 2012. I became an Authorised Representative of Matrix Planning Solutions in December 2018 and has attained a Graduate Certificate in Financial Planning. Nearly finished my second Degree to complete the Adviser Education standards. I also passed my FASEA National Adviser Exam in 2019.

I am passionate about helping people to achieve their financial goals and improving financial literacy of children.

I grew up in rural NSW and together with my family live on our family farm at Trungley Hall. I have worked hard to balance life on the farm, teenage children and working full-time to achieve my own goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Alternative fee arrangements are available. We offer both on-going or one-off.

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

A & B Financial Planning

246 Hoskins Street
Temora, NSW 2666

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256