DEEN MCGOLDRICK
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Professional
2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2012 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2012 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2018 - Accredited Aged Care Professional - Other - Kaplan Professional
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.