Deen McGoldrick Location
- Wollongong, NSW, AU
Deen McGoldrick Work
- 2025 -now Partner @
- 2022 -now Private Client Advisor @
- 2020 -2022 Senior Financial Planner @
- 2018 -2020 Financial Planner @
- 2017 -2018 Financial Planner @
- 2017 -2017 Financial Planner @
- 2016 -2017 Certified Financial Planner @ KSD Wealth
- 2015 -2015 Financial Planner @ Fiducian Financial Services
- 2014 -2015 Senior Wealth Specialist @ Citibank
- 2013 -2014 Financial Planner (Senior retail) @
- 2007 -2013 Financial Planner @
- 2007 -2007 Business Banking Relationship Manager @
- 2003 -2007 Mortgage Lending Manager @
- 2003 -2003 Customer Service Specialist @
- 2002 -2003 Loans Officer @
- 2000 -2002 Loans Officer @ Australian Defence Credit Union
Deen McGoldrick Education
- Kaplan Professional
Ethics and Professionalism in Financial Advice
2021-2021 - Kaplan Professional
Accredited Listed Product Adviser Program (Finance, General)
2021-2021 - Fasea
Fasea (Financial Advice)
2020-2020 - Kaplan Professional
Certificate 4 in Finance and Mortgage Broking (Finance)
2015-2015 - Kaplan Professional
(Self Managed Super Funds)
2014-2014 - Kaplan Professional
Master of Applied Finance (Finance)
2010-2012 - Kaplan Professional
Graduate Certificate in Applied Finance
2010-2011 - Kaplan
Advanced Diploma in Financial Planning
2008-2009 - Kaplan
Diploma in Financial Planning
2006-2007 - Swinburne University of Technology
Certificate 3 in Financial Services
2000-2002 - Aged Care Steps
Accredited Aged Care Professional
- Kaplan Professional
Margin Lending
- Financial Planning Association
Certified Financial Planner
- Kaplan Professional
Graduate Diploma in Financial Planning
Deen McGoldrick Skills
- Strategic Financial Planning
- Wealth Management
- Mortgage Lending
- Loans
- Finance
- Financial Advisory
- Portfolio Management
- Wealth
- Financial Planning
- Investment Advisory
- Income Protection
- Financial Services
- Investment Strategies
- Investments
- Superannuation
- Retirement Planning
- Sales
- Strategic Planning
- Microsoft Excel
- Certified Financial Planner
Deen McGoldrick Summary
- Deen McGoldrick, based in Wollongong, NSW, AU, is currently a Partner at PSK Private Wealth. Deen McGoldrick brings experience from previous roles at PSK Private Wealth, Wealthinsure Financial Services Centre, Bridges Financial Services and Commonwealth Bank. Deen McGoldrick holds a 2021 - 2021 Ethics and Professionalism in Financial Advice @ Kaplan Professional. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Mortgage Lending, Loans, Finance and more. Deen McGoldrick has 1 emails on RocketReach.
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Deen McGoldrick
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