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MFinPlan, BBus, SMSF Specialist Advisor™
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.
Qualifications
- Master of Financial Planning (Kaplan)
- Graduate Diploma of Financial Planning (Kaplan)
- Diploma of Financial Planning (Pinnacle Education)
Associations
- Financial Planner AFP® member of the Financial Planning Association of Australia
- SMSF Specialist Advisor™ member of the SMSF Association of Australia
