GradDipFinPlan, SMSF Specialist Advisor™
Cooee Wealth Partner
Super & SMSF, Investment, Risk Management, and Tax-effective Wealth Creation Specialist
My extensive experience across a wide range of financial products and services allows me to pinpoint and finetune opportunities that help ensure that my clients achieve their lifestyle and financial goals with the highest degree of ease and certainty.
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 passionate about helping my clients achieve their goals and I look forward to meeting and assisting you.
Qualifications
Graduate Diploma in Financial Planning
Diploma in Real Estate (Dip RE, Licenced)
Certificate IV Mortgage Broking
Certificate IV Business Management
Member of the Financial Planning Association of Australia
Associations
SMSF Specialist Advisor™ member of the SMSF Association of Australia