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.
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 am passionate about helping my clients achieve their goals
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Cooee Wealth Partners
Suite 2 Level 1, 9-11 Grosvenor StNeutral Bay, NSW 2089
Meeting methods
- In person
- Phone
- Video call
Licensed by
Afsl Licensee Pty. Ltd.
AFSL 518453