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

Samantha Obeney

MFinPlan
Wealth Partner

Julian Coleman

GradDipFinPlan, SMSF Specialist Advisor™

Wealth Partner

Robert Watson

MFinPlan, BBus, SMSF Specialist Advisor™

Wealth Partner

Cooee Head Office

Daniel White

CEO

Andrew Grinsell

Head of Wealth
MFinPlan, SMSF Specialist Advisor™

Cooee Mortgages

David Wewer

Finance Manager