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Sharon Goodwin

Sharon_Goodwin_123Financial
Full Name

Sharon Goodwin

Designation

Senior Financial Adviser

Department

Financial Planning

Contact #

(02) 4920 7886

Email

Sharon@123financialgroup.com.au

Professional Journey

Over 25 years in financial services with experience in banking, lending, compliance and financial planning.
Master of Financial Planning
Graduate Diploma Financial Planning Graduate Certificate Financial Planning Advanced Diploma Financial Planning
Diploma Financial Planning
JP

Professional Memberships

TPB Registered
ASIC Registration 455141

Areas of Expertise

Financial Education
Budgeting and debt management
Retirement planning
Superannuation and long-term planning
Investment advice
Tax effective strategies
Wealth creation
Insurance
Estate planning

Philosophy

My philosophy is centred on the joy of nurturing client relationships, instilling confidence in their financial outlook, and leading them towards a secure and fulfilling lifestyle, including a comfortable retirement. I believe in being there for clients through both challenging and prosperous times, providing unwavering support during difficult situations like divorce, managing deceased estates, or adapting to changes in employment. In my approach, every client's financial journey holds equal importance, and I uphold a commitment to non-judgment, recognising that everyone starts their financial path from a unique point.

Outside the Office

Lover of Greyhounds: Noodle-nosed dogs are my passion. I have 2 of my own and regularly doggie-sit others.
Other activities include weekly trivia events and monthly book club.
Authorised Representative No. 455141 and Seven Eighty Nine Pty Ltd is Corporate Authorised Representative No. 1255401 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
To view our Financial Planning Privacy Policy, please  click here.
To view our Financial Planning Financial Services Guide, please  click here.
To view our Financial Services Guide – Adviser Profile, please  click here.
Sharon has been an absolute blessing for us. Being in our 70s, my husband Billy and I aren't the most tech-savvy, but Sharon has made every step of our financial journey feel comfortable and secure. She takes the time to explain things in a way that makes sense to us, and her patience in answering our questions has been truly reassuring. We wouldn't even consider looking elsewhere for financial advice—Sharon's dedication and knowledge is exceptional. She recently went above and beyond to sort out a financial issue we were having, and that kind of care isn't something you find every day. Thank you, Sharon, for everything you do for us!
- Denise Houston
Dear Sharon. Thank you for being my financial adviser. During a time of personal, financial and professional transition and anxiety, it was reassuring to be able to seek advice from a truly caring, authentic and professional individual. I am moving forward with confidence knowing that you are working with me to maintain my financial well-being.
- Tracey Palmisano