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MFinPlan, AFP®, SMSF Specialist Advisor™, JP
Cooee Wealth Partner
Super & SMSF, Investment and Tax-effective Wealth Creation Specialist
As a Cooee Wealth Partner, I’m proud to be privately owned and not controlled by a bank. I do not accept any commissions and all the services I offer are fee based only.
My experience tells me that being an adviser aligned to a bank or product manufacturer results in a limited range of products and strategies available to you. The reason is that banks and institutions need to drive profits from their own products. This conflict would severely limit my ability to provide you with the best possible advice.
Having worked in Financial Services for more than ten years, within large institutions such as Citi, Colonial First State and smaller boutique firms such as Concept Financial Services Pty Ltd, I have provided personalised recommendations to a diverse range clients across a wide variety of complex and simple strategies. These clients range from ultra-high net worth individuals with net asset values of more than $50Million seeking tax-effective investment opportunities, through to retirees of modest means who are seeking to maximise their retirement income.
I believe that to provide financial advice that is truly in your best interest, I must be free of the conflicts of institutional ownership. This enables advice to be provided in an environment where achieving your individual objectives is my number one priority.
In addition to over 10 years of day-to-day experience across the full spectrum of client needs, I have invested a considerable amount of time educating myself to be able to offer not only the best but the latest strategies available.
I was born and raised in Sydney where I continue to live with my wife and son.
I’m passionate about helping you realise your financial goals and look forward to meeting you and assisting you to achieve the best you can from of all your years of hard work.
Qualifications
- Master of Financial Planning from Kaplan Professional
- Certificate IV in Finance and Mortgage Broking from Kaplan Professional
- Justice of the Peace, NSW
Associations
- Financial Planner AFP® member of the Financial Planning Association of Australia
- SMSF Specialist Advisor™ member of the SMSF Association of Australia
