Cooee Wealth Partner
Super & SMSF, Investment, Risk Management, and Tax-effective Wealth Creation Specialist
Over the past 22 years I have gained and fine-tuned my financial planning skills, having worked within in small boutique advisories all the way through to larger financial institutions such as BT, Westpac, and Commonwealth Bank.
As a Cooee Wealth Partner, I do not accept any commissions and all the services I offer and provide are fee-based only.
Importantly being privately owned and not controlled by a bank or any other institution gives me the ability to provide you with the most suitable products and services for your situation.
I am adapted to providing personalized financial advice to a diverse range of clients including ultra-high net worth individuals all the way through to retirees of modest means.
I believe that your character and emotions play an important part to ensuring that your lifestyle and financial goals are achieved with highest degree of certainty whilst giving you peace-of-mind.
People don’t plan to fail, but fail to plan.
I am passionate about helping you plan your future and achieve your goals. I look forward to meeting you.”