As a Wealth Advisor, 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 only.
Having more than 10 year’s experience in property, mortgages, and Financial Planning. I have a diverse range of financial and asset-based knowledge to best assist my clients in achieving their goals. The advice within my client base ranges from simple to complex from a wide range of client types including young accumulators, ultra-high net worth clients through 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 Masters in Financial Planning to best assist in providing excellent advice, with the most up to date education, as I believe investing time in education reflects on higher-quality advice for my clients.
I share a passion with our partners and colleagues to helping our clients achieve their financial goals and encourage you to enquire to see how I can help you achieve your goals.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 5
- Years of experience 2
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Cooee Wealth Partners
Level 13, 2-26 Park StSydney, NSW 2000

Opening hours
- 8:00am – 6:00pm Monday – Saturday
Licensed by
Afsl Licensee Pty. Ltd.
AFSL 518453