5 Reviews

Julian Coleman

Cooee Wealth Partners

Gold

18 Yrs Experience

Camden, NSW 2570

About Julian
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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

My extensive experience across a wide range of financial products and services allows me to pinpoint and finetune opportunities that help ensure that my clients achieve their lifestyle and financial goals with the highest degree of ease and 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 am passionate about helping my clients achieve their goals

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

4.75 March 2025

Julian has provided very good advice tailored to our personal circumstances, SMSF vs external assets, risk appetite and longer term goals.

5.00 February 2025

Julian is reliable in responding to requests and maintaining contact.

5.00 February 2025

Julian is very approachable and takes his time to explain so I understand. He also keeps me updated.

5.00 February 2025

Julian has always been very open and honest in all our discussions about our needs and has always keep our welfare in the front of all dealings.

5.00 January 2025

Julian has always been able to answer our questions and needs in regards to his advice, ongoing support and knowledge of financial planning. He uses the language we understand which is important to us.