Our Team

Deen McGoldrick
Partner, Private Client Adviser

Deen has over 20 years of experience in the finance industry, beginning his career in the banking sector working in various roles including loans and mortgages. He transitioned to Financial Planning in 2008.

He is passionate about helping clients with their finances, using a conversational, easy-to-understand style and a holistic approach to find the right solutions for them.

A Wollongong local, he enjoys making the most of the area’s natural beauty with his wife and two young children. Outside of work, Deen stays active through soccer, music, and spending as much time outdoors as possible, appreciating the region’s lakes, beaches, and mountains.

Accreditations
  • Master of Applied Finance
  • Graduate Diploma of Financial Planning
  • Graduate Certificate in Applied Finance
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma in Financial Services (Financial Planning)
  • Ethics and Professionalism in Financial Advice
  • Certificate IV in Finance & Mortgage Broking
  • Specialist accreditation in Aged Care
  • Specialist accreditation in SMSF
  • Specialist accreditation in Margin Lending
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Wollongong office