Lee Goh
Financial Adviser
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About
Lee Goh is an ASIC-registered financial adviser dedicated to helping clients in Hampstead Gardens, SA, and beyond achieve their financial goals. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from Kaplan Education (2008), a Master of Financial Planning from Kaplan Higher Education (2018), and ongoing commitment to ethics demonstrated by completing FPC002B Ethics and Professionalism in Financial Advice (2025), Lee provides well-informed and ethical advice. Furthering professional standards, Lee is also a proud member of the Financial Advice Association of Australia (FAAA). Lee is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. This allows Lee to create tailored strategies that address each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions to protect you and your family • Comprehensive wealth management strategies • Retirement planning to secure your future Lee's commitment extends to providing advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients have access to a broad spectrum of investment options. Ready to take control of your financial future? Contact Lee today for a consultation.
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Frequently Asked Questions
What types of financial advice does Lee Goh provide?
Lee Goh specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Lee Goh have?
Lee Goh holds a Diploma of Financial Services (Financial Planning), a Master of Financial Planning and has completed a course in Ethics and Professionalism in Financial Advice. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the first step in working with Lee Goh?
The first step is to schedule an initial consultation. This allows Lee to understand your current financial situation, goals, and risk tolerance. From there, she can develop a personalised financial plan tailored to your specific needs.
How does Lee Goh stay up-to-date with changes in the financial industry?
Lee Goh is committed to ongoing professional development and regularly participates in industry training and seminars. She is also a member of the Financial Advice Association of Australia (FAAA), which provides access to valuable resources and insights.
What can I expect from a financial plan developed by Lee Goh?
You can expect a comprehensive and personalised plan that addresses your specific financial goals. This may include strategies for superannuation, insurance, investments, and retirement planning. Lee will also provide ongoing support and guidance to help you stay on track.
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