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MFinPlan
Cooee Wealth Partner
Super & SMSF, Investment, Risk Management, and Tax-effective Wealth Creation Specialist
I have been a Financial Adviser since 2011 and have been in the finance industry for over 20 years. I have worked in large institutions such as Westpac/BT and boutique firms.
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 am passionate about providing support and quality advice to clients by utilising my extensive experience and well-rounded skill set. I maintain a high level of Continuing Professional Development (CP) each year to ensure I am well versed on the latest strategies available and regulatory changes. I believe this helps me ensure that my clients achieve the best outcomes.
I was born in the UK but have made Australia my home for the past 20 years, where I continue to enjoy and explore with my two beautiful children.
I look forward to helping you achieve your lifestyle and financial goals with the greatest degree of certainty.”
