Meet The Team

Our teams’ number one goal is to assist you to achieve your goals with the highest degree of certainty. What does that mean? It means we work with you and we work for you to intimately understand what makes you tick to ensure that we consider the best strategies that you are comfortable with. Just straight forward advice, no fluff, it’s the cold hard truth.

Our team includes savvy strategists, fanatical financiers and passionate property investors to name but a few.

Wealth Partners

Nithin Thomas

MBA (Finance), AFP ®, DIP (FS), SMSF Specialist Advisor™
Wealth Partner

Anthony Zaman

MFinPlan, SMSF Specialist Advisor™
Wealth Partner

Jack Oineza


Wealth Partner

Samantha Obeney


Wealth Partner

Patrick Dysart


Wealth Partner

Julian Coleman

GradDipFinPlan, SMSF Specialist Advisor™

Wealth Partner

Robert Watson

MFinPlan, BBus

Wealth Partner

Cooee Head Office

Daniel White


Andrew Grinsell

Head of Wealth
MFinPlan, AFP®, SMSF Specialist Advisor™, JP

Charis Tepoot

Senior Associate Adviser

Lana Wu

Wealth Assistant

Cooee Mortgages

David Wewer

Finance Manager

Cooee Accounting

Linda White

Head Of Accounting