Su Goh
Financial Adviser
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About
Su Goh is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong academic foundation including a Bachelor of Commerce (Accounting, Finance & Systems) Honours from the University of NSW and ongoing professional development, Su combines extensive knowledge with a commitment to ethical practice. Su's qualifications include an Intensive Course in Financial Planning from CPA Australia, certification as a Certified Financial Planner (CFP) from the Financial Planning Association of Australia (FPA), and specialized training in areas such as Margin Lending and Geared Investments from Kaplan, TASA and the TPB Code of Professional Conduct, and Ethics and Professional Relationships from QUT. As a member of CPA Australia (CPA), Su adheres to the highest standards of professionalism and integrity. Authorized to provide advice on superannuation, wealth management, securities, and government debt securities, Su offers comprehensive financial planning solutions tailored to individual needs. • Superannuation advice and planning • Wealth creation and management strategies • Investment advice, including securities and government debt • Retirement planning and income strategies • Comprehensive financial planning reviews Ready to take control of your financial future? Contact Su today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Su Goh provide?
Su Goh is authorized to provide advice on superannuation, wealth management, securities, and government debt securities. She offers tailored financial solutions to help you achieve your financial goals.
What are Su Goh's qualifications?
Su holds a Bachelor of Commerce (Accounting, Finance & Systems) Honours from the University of NSW and is a Certified Financial Planner (CFP). She has also completed specialized training in areas such as Margin Lending and Geared Investments, TASA and the TPB Code of Professional Conduct, and Ethics and Professional Relationships.
What is the process for working with Su Goh?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Su will then develop a personalized financial plan tailored to your needs and regularly review your plan to ensure it remains aligned with your objectives.
How can wealth management advice help me?
Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your financial portfolio. It's about building long-term financial security.
What should I expect from a retirement planning session with Su Goh?
During a retirement planning session, Su will help you estimate your retirement income needs, assess your current savings, and develop a strategy to help you achieve your retirement goals. This includes superannuation planning, investment strategies, and strategies for generating income in retirement.
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