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MBA (Finance), AFP ®, DIP (FS), SMSF Specialist Advisor™
Cooee Wealth Partner
Super & SMSF, Investment and Tax-effective Wealth Creation Specialist
Nithin Thomas has been working as a Financial Adviser since 2010. His experience has been with large institutions such as AMP and HSBC and smaller boutique firms such as Eluvia. He holds an MBA degree majoring in Finance and maintains a high level of Continuing Professional Development (CPD) each year remain up-to-date with regulatory changes and financial strategies to ensure his clients receive the best outcome from his advice. He believes the future of the Financial Planning industry is evolving and it is important to keep up with the changing environment.
“I truly believe that everyone should have access to quality financial advice. Educating my clients and providing them with the best options available is what drives me. My client’s success is my success. I assist in creating wealth, ensuring it’s protected and help growing it through quality advice and proven strategies; all of which results in an improved lifestyle”.
“As a Cooee Wealth Partner, I do not receive commissions for my client purchasing a financial product, I do not receive payment or inducements to recommend financial products to clients, I do not have in place any fee structure that means I will not be paid unless my client purchases a financial product. This avoids any conflict of interest between the adviser and client, enabling me to work in the best interest of my clients.”
Qualifications
- Master of Business Administration – Finance from University of Technology
- Diploma in Financial Planning from Pinnacle Financial Services Academy
Associations
- Financial Planner AFP® member of the Financial Planning Association of Australia
- SMSF Specialist Advisor™ member of the SMSF Association of Australia
- Tax (financial) adviser member of the Tax Practitioners Board of Australia
