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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.
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
