Dee Goesch
A & B Financial Planning
I became a partner of A&B Financial Planning in July 2020. Starting this part of my career in the financial services industry in retail banking in 2009; I then joined the A&B Financial Planning team in 2012. I became an Authorised Representative of Matrix Planning Solutions in December 2018 and has attained a Graduate Certificate in Financial Planning. Nearly finished my second Degree to complete the Adviser Education standards. I also passed my FASEA National Adviser Exam in 2019.
I am passionate about helping people to achieve their financial goals and improving financial literacy of children.
I grew up in rural NSW and together with my family live on our family farm at Trungley Hall. I have worked hard to balance life on the farm, teenage children and working full-time to achieve my own goals.
Expertise
My fees
Alternative fee arrangements are available. We offer both on-going or one-off.
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
A & B Financial Planning
246 Hoskins StreetTemora, NSW 2666
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256
