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.
With an MBA degree, and over a decade spent in customer service in Australia and overseas, Dhvani brings to the team a wealth of knowledge, the capacity to work quickly and efficiently and well-developed problem-solving skills.
Dhvani has been with Goh Financial Advisers since February of 2019. In the role of an Administrative Assistant, Dhvani supports more senior team members and the Advisor by servicing client requests and carrying out research. She is passionate about client relations, and happily welcomes clients who call or walk into our office.
Dhvani is committed to learning more about Financial Planning. To further her career prospects she is studying towards a Diploma in Financial Planning.
After work, Dhvani spends time with her family. She loves cooking, watching cricket and exploring Adelaide city.