Cooee Wealth Partner
Super & SMSF, Investment, Risk Management, and Tax-effective Wealth Creation Specialist
Being a financial planner for nearly a decade now, I have worked in larger institutions like the National Bank as well as smaller boutique practices. My history also includes having been the principal of a finance broking business and a real estate business.
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.
My financial services skills are varied, and well refined, having helped a wide range of clients including high-net wealth individuals, retirees and younger wealth accumulators.
I pride myself on being able to identify client needs and develop ethical and successful financial strategies that help them grow in confidence and wealth.
I was born in Australia/Melbourne and live with my wife and 3 children, enjoy mountain climbing, sport, bushwalking and James Bond movies.
I look forward to meeting you and helping you and your family achieve a comfortable and secure wealth position.