DEANNE LOUISE GOESCH

Financial Adviser ยท Temora, NSW

Registered

Registration Number

001271085

Registration Status

Registered

Location

Temora, NSW 2666

Providing Advice Since

2018

Registration Date

15/01/2019

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2017 - Diploma Of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Tax for Financial Advising Course - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
2024 - Accredited Aged Care professional Program - Other - Aged Care Steps

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.