Andrew Grinsell

Cooee Wealth Partners

Platinum
15 Yrs Experience
Neutral Bay, NSW 2089

As Head of Wealth at Cooee Wealth Partners, I lead our expert advice team with a focus on strategic financial planning.

Our unique approach emphasises strategy over product, simplifying complex financial strategies to help you achieve your goals. With over fifteen years in financial services, including roles at Citi and Colonial First State, I offer comprehensive advice tailored to each client’s needs, from those just starting their wealth accumulation journey to retirees and high net worth individuals. My qualifications include a Master of Financial Planning and a Certificate IV in Finance and Mortgage Broking. I'm dedicated to helping you maximize your wealth and secure your financial future

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Cooee Wealth Partners provide a full fee for service pricing model. We receive no commission or incentive payments from product manafacturers. Our view is that commissions create a conflict of interest between advisers and clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.82
  • Number of reviews 36
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Cooee Wealth Partners

Suite 2 Level 1, 9-11 Grosvenor St
Neutral Bay, NSW 2089

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Afsl Licensee Pty. Ltd.

AFSL 518453