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

Andrew Grinsell

MFinPlan, AFP®, SMSF Specialist Advisor™, JP
Wealth Partner

Anthony Zaman

MFinPlan, SMSF Specialist Advisor™
Wealth Partner

Cooee Head Office

Daniel White


David El Kazi

Senior Paraplanner

Charis Tepoot

Senior Associate Adviser

Cooee Mortgages

David Wewer

Finance Manager

Lance Lintag

Loan Assistant

Cooee Property

Benn Lane

Head of Property

Cooee Accounting

Christine Delos Santos