Robert Watson

MFinPlan, BBus

Cooee Wealth Partner

Super & SMSF, Investment, Risk Management, and Tax-effective Wealth Creation Specialist

Having more than 15 years of experience in financial planning, I have expertise on a diverse range of financial and asset-based strategies and have helped a wide range of clients including young accumulators, ultra-high net worth clients and retirees.

My focus is always on helping clients achieve their lifestyle and financial goals with the greatest degree of 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 believe investing time in education reflects on higher-quality advice for my clients, which leads to better client outcomes.

I share a passion with my partners and colleagues in helping clients achieve their financial goals. I look forward to helping you achieve your goals.


  • Master of Financial Planning (Kaplan)
  • Graduate Diploma of Financial Planning (Kaplan)
  • Diploma of Financial Planning (Pinnacle Education)