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Su Goh
BCom(Hons) CPA CFP®
Financial Adviser
I believe in making a difference in people’s lives by helping them be more in control of their financial situations. I aim to assist people with managing their investment strategies, superannuation and retirement plans using my technical knowledge and experience.
Relationships and trust are paramount in Su’s approach and Su enjoys looking after her clients over the years. Su has worked in the Finance Industry in excess of 20 years with a background in Corporate Finance and Corporate Banking. Su has also taught accounting and finance courses at the University of SA. Su has contributed to the community through various pro bono positions as Treasurer of the local church and Board capacity in a Not-for-profit educational organisation.
Investment Style
Su enjoys providing structured advice to suit her client’s individual needs and objectives. Su specialises in providing advice in wealth accumulation with tax-effective planning and a focus on managing superannuation including Self-Managed Super Funds.
Services and Specialties
Portfolio Administration
Self-Managed Super Funds
Wealth Management
Fixed Interest and Cash Management
Retirement and Estate Planning
Investment Advice
Financial Planning
Qualifications and Professional Affiliations
Ethics and Professional Relationships
CERTIFIED FINANCIAL PLANNER®
Margin Lending and Geared Investments
Bachelor of Commerce (Accounting, Finance & Systems) Honours
Insurance & Risk Management in Financial Planning
Intensive Course in Financial Planning
Associations
Certified Financial Planner (CFP)
CPA Australia
Financial Advice Association of Australia (FAAA)
Competencies
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
Generic
Superannuation
ASIC Financial Advisers Register
Financial Planning
Tax (financial) Adviser
Managed Investments
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
UNLESS OTHERWISE STATED, ANY ADVICE HEREIN IS GENERAL IN NATURE AND I AM NOT CONSIDERING YOUR NEEDS, OBJECTIVES & CIRCUMSTANCES. • YOU SHOULD CONSIDER IF THIS ADVICE IS APPROPRIATE FOR YOU.
