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.
It’s our first experience with a financial planner and Anthony took time to take us on that journey and was very patient answering all our questions.
Anthony has completed a comprehensive review of all finances for myself & my wife. In doing this work I noticed his attention to detail, comprehensive analysis & drive to provide practical recommendations to improve our financial position as we transition to retirement. I would recommend Anthony to any client looking to improve their financial position without a high risk profile.
We are new clients of Anthony. He has always been attentive and knowledgeable. It is too early to see how our portfolio performs.
Anthony has given me great advice since our initial meeting. He has always assisted in explaining what we are going to do, how we we going to do it and most importantly the benefit of the plan. We are working through a development strategy and I look forward to the many years of his assistance. He has always been attentive and responded to my emails in a timely manner , I would have no hesitation recommending Anthony to friends and family.
Anthony has given me advice on planning for retirement and Superannuation investment including tax strategies. Anthony took the time to address my concerns and give me a clear understanding of how my Superannuation investments will be managed. I was given updates on the progress of my account setup in a time effective manner. Although it's still too early to gauge how my investment portfolio is doing I'm confident in Anthony's advice based on his industry experience and the high quality advice provided by the Cooee Wealth Partners team.
- Adviser status Bronze
- Number of reviews 5
- Years of experience 2
- Master of Financial Planning
Cooee Wealth PartnersLevel 13, 2-26 Park St
Sydney, NSW 2000
- 8:00am – 6:00pm Monday – Saturday
Afsl Licensee Pty. Ltd.