Anthony Zaman

Cooee Wealth Partners

Silver
3 Yrs Experience
Sydney, NSW 2000

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.55
  • Number of reviews 5
  • Years of experience 3
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Cooee Wealth Partners

Level 13, 2-26 Park St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Saturday

Licensed by

Afsl Licensee Pty. Ltd.

AFSL 518453