Lee Goh

Goh Financial Advisers

Platinum
14 Yrs Experience
Hampstead Gardens, SA 5086

Recent reviews

Goh Financial Advisers

307 North East Road
Hampstead Gardens, SA 5086

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 34
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
34 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 34

Sort by

4.75

"Lee Fen is always friendly, warm and open. She will always give you honest information that is easy to understand and meets objectives. I would definitely recommend Lee Fen to anyone needing Financial advice."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Lee Fen is caring and professional. She ensures that I am comfortable with where my investments and super is heading. Thank you."

  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee Fen and her staff are incredible at what they do. She is passionate about her work and fully invested in her clients. Her confidence in helping young people prosper financially is second to none and I am so grateful to be working with her both now and in the future."

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

"I respect Lee Fen's commitment to her clients, her knowledge and expertise and would highly recommend her to anyone requiring financial advice."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We have known Lee Fen since 2016, we are sitting and watching our money grow. Without Lee Fen's plan and financial guidance we probably would not be able to achieve what we are able to achieve heading towards retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Lee Fen is very thorough and can cover a number of areas in Financial Planning. I would thoroughly recommend Lee Fen and her team at Hampstead Gardens SA"

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

"Lee Fen explains my financial matters to me in a very professional manner, easy to understand and working in my best interest. I would highly recommend to anyone who needs financial planning guidance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very well explained in simple terminology and great advice towards our future retirement. Will definitely recommend to other people"

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

"I enjoy our meetings I feel comfortable and i understand the information its passed to me. I feel excited about the changes we make to a better financial future. I feel that my needs and wishes are listened to and acted on in a positive and supportive manner. I am looking forward to the future with Lee Fan by my side"

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

"She is good at her job and she helps in every way she can. I will definitely recommend her to family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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