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
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchCooee 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
- Number of reviews 36
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Cooee Wealth Partners
Suite 2 Level 1, 9-11 Grosvenor StNeutral Bay, NSW 2089
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Afsl Licensee Pty. Ltd.
AFSL 518453