Guenther Goetz
Financial Adviser
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About
Guenther Goetz is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Business (Accounting) from NSW Uni of Technology and a Diploma of Financial Planning from Deakin University, Guenther combines academic rigor with practical experience gained over two decades in the financial services industry. Further specialist training in Self Managed Superannuation Funds (SMSFs) and finance & mortgage broking ensures he can provide well-rounded advice tailored to your unique needs. Guenther is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require expert guidance on SMSFs, Guenther can provide personalised and strategic advice. Contact Guenther today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Guenther Goetz offer?
Guenther Goetz specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Guenther Goetz have?
Guenther holds a Bachelor of Business (Accounting), a Diploma of Financial Planning, a Certificate IV in Finance and Mortgage Broking, and has completed specialist training in Self Managed Superannuation Funds (SMSFs) and Ethics and Professionalism in Financial Advice.
How does Guenther Goetz develop a financial plan for his clients?
Guenther begins by understanding your current financial situation, your goals, and your risk tolerance. He then develops a tailored financial plan that addresses your specific needs and objectives, providing ongoing support and advice to help you stay on track.
What professional memberships does Guenther hold?
Guenther is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Guenther Goetz?
During your initial consultation, Guenther will discuss your financial goals and objectives, gather information about your current financial situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Guenther is the right financial adviser for you.
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