John Goldie
Financial Adviser
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About
John Goldie is an ASIC-registered financial adviser based in West Leederville, WA, dedicated to providing comprehensive and personalised financial advice. With a career spanning over two decades, John brings a wealth of experience and a commitment to helping clients achieve their financial goals. John holds the prestigious Certified Financial Planner (CFP) designation from the FPA (obtained in 1994) and a Diploma of Financial Planning from Deakin University (1997). He has also completed specialist training in Margin Lending and Geared Investments through Kaplan (2010), ensuring he stays at the forefront of industry knowledge. As a member of the Financial Advice Association of Australia (FAAA), John adheres to the highest ethical and professional standards. Authorised to advise on a wide range of financial products, John specialises in superannuation, insurance, and retirement planning. He can provide expert guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Ready to take control of your financial future? Contact John Goldie today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does John Goldie offer?
John Goldie specialises in superannuation advice, insurance solutions, and retirement planning. He provides advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does John Goldie have?
John Goldie is a Certified Financial Planner (CFP) and holds a Diploma of Financial Planning from Deakin University. He has also completed specialist training in Margin Lending and Geared Investments.
What is the process for becoming a client of John Goldie?
The first step is to book a consultation. During this meeting, John will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives. He will then develop a personalised financial plan tailored to your specific needs.
How can retirement planning advice help me?
Retirement planning advice can help you create a roadmap to achieve your desired lifestyle in retirement. John Goldie can assist you in estimating your retirement needs, optimising your superannuation, and developing investment strategies to grow your retirement savings.
What professional association does John Goldie belong to?
John Goldie is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial advice industry.
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