Financial Adviser · NORTH WOLLONGONG, NSW

Deen Mcgoldrick

NORTH WOLLONGONG, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005585

Currently at

Psk Financial Services Group

Sydney, NSW (firm address)

View firm profile

Deen Mcgoldrick is a financial adviser based in North Wollongong, New South Wales, with 18 years of experience in the financial services industry since 2008. Deen is currently authorised under Psk Advisory Services, operating through Psk Financial Services Group. Deen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Deen's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Deen is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Graduate Certificate in Applied Finance

Kaplan Professional

2011

Graduate Diploma of Financial Planning

Kaplan Professional

2012

Certified Financial Planner (CFP)

Financial Advice Association Australia (FAAA)

2012

Master of Applied Finance

Kaplan Professional

2015

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

2018

Accredited Aged Care Professional

Kaplan Professional

2021

Accredited Listed Product Adviser Program

Kaplan Professional

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd

Jul 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Psk Advisory Services Pty Ltd

Feb 2022 - Jun 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or derivatives.

Fortnum Advice Pty Ltd

Dec 2020 - Feb 2022 Ceased

Charter Financial Planning Limited

Jul 2020 - Dec 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Bridges Financial Services Pty Limited

Apr 2018 - Jun 2020 Ceased

Commonwealth Financial Planning Limited

Nov 2017 - Mar 2018 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Aware Financial Services Australia Limited

Apr 2017 - Oct 2017 Ceased

Hnw Planning Pty Ltd

Dec 2016 - Mar 2017 Ceased

Charter Financial Planning Limited

Feb 2016 - Dec 2016 Ceased

Charter & SMSF AdviceOne off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Fiducian Financial Services Pty Ltd

Mar 2015 - Jan 2016 Ceased

Citigroup Pty Limited

Jul 2014 - Dec 2014 Ceased

Australia And New Zealand Banking Group Limited

Jun 2013 - Jul 2014 Ceased

Australia And New Zealand Banking Group Limited

Jun 2013 - Jul 2014 Ceased

Commonwealth Financial Planning Limited

Jan 2008 - Apr 2013 Ceased

Source: ASIC Financial Advisers Register