Our Team
Lee Fen has worked in the industry since 2001, and holds qualifications in Financial Planning including a Masters in Financial Planning and other relevant qualifications.
Having lived and worked in countries as diverse as Malaysia, Switzerland and India prior to moving to Australia in 1998, Lee Fen has an excellent command of business processes, interpersonal communications, modern technology and money management. Lee Fen is passionate about connecting with people and is privileged to be in a position to help clients improve their financial position leading to greater certainty and peace of mind.
Lee Fen is a member of the Financial Planning Association (FPA) and is on the North Adelaide-Prospect Parish Finance Council Committee. A strong interest in sport and outdoor activities ensures that her mind is sharp while her eagerness to engage with people from all walks of life invariably leads to new connections and opportunities.
On the home front, Lee Fen and her husband Glenn are dedicated to maintaining a work-life balance with their two daughters. Lee Fen enjoys cooking and eating out with the family, occasional yoga, and regular hiking at Morialta Falls. Adventures in Australia and overseas include hiking/climbing in the Outback, Hong Kong, Malaysia and Indonesia.
Michael joined our team in July, 2020 as a Paraplanner & Compliance Officer
He has completed his Diploma of Financial Planning, and has been working in a variety of financial planning roles over the last twenty three years. Michael brings to the team a wealth of paraplanning skills, knowledge and experience.
In his leisure time, Michael enjoys travelling and camping with his family, musical theatre and seeing live bands. Michael and his wife are looking forward to eventually returning to Europe and exploring more of the rich history and amazing sights that they enjoyed so much on their last visit back in 2019.
Pei Li commenced working in the financial planning industry in 2007 as a paraplanner and has completed a Diploma of Financial Planning. She also holds a Master’s Degree in Applied Finance, further enhancing her expertise in the field.
Pei Li joined Goh Financial Advisers in 2022 as a Client Services Specialist, working closely with the adviser. She has a broad knowledge of the financial planning industry and is passionate about achieving desired outcomes for clients and advisers in a professional and friendly manner. She is dedicated to helping people and building great relationships.
Outside of work, Pei Li enjoys spending quality time with her family. She loves music, sports, travelling, camping, reading, cooking, baking and arts and crafts.
Tom commenced working within the financial services industry back in 2008. Tom decided to specialise in Life insurance and continues to do so, in order to be able to provide exceptional insurance advice to his clients. Tom is able to assist you in relation to all aspects of insurance advice. This includes guidance regarding the right type of cover, selection of appropriate cover levels and recommending the best policy ownership structure from a tax perspective.
On a personal note, Tom enjoys spending time with his family, tries to stay active through sport and loves everything to do with food and wine, particularly cooking.
Sue started working as an Administration Officer in the financial services industry in 2018, after previously working in education and disability services. Sue provides friendly and professional assistance with enquiries. She aims to deliver a high level client experience.
Sue is Treasurer on the committee of Midway Road Community House, where she also does volunteer work in administration and finances.
In her spare time Sue enjoys spending time with family, growing vegetables, cooking and doing puzzles.