Rob Watson

As a Cooee Wealth Partner, I provide high-quality advice that is compliant and ethical. This is achieved by ensuring no commissions are received and all services are fee-based.

Having more than 15 years of experience in Financial Planning, I have advised on a diverse range of financial and asset-based strategies to best assist my clients in achieving their goals. I advise simple to complex strategies suitable for a wide range of client types including young accumulators, ultra-high net worth clients to retirees looking to best utilise their retirement funds. I look to take on clients who want an adviser who educates them through their financial journey, so they gain a better understanding of their financial position and strategy to build their knowledge in financial literacy.

Above my professional experience to date, I have expanded my education above the regulatory requirements within financial planning by obtaining a Master of Financial Planning qualification to provide excellent advice. I believe investing time in education reflects in higher-quality advice for my clients, which leads to better client outcomes.

I share a passion with my partners and colleagues for helping our clients achieve their financial goals and encourage you to enquire to see how I can help you achieve your goals.