Owen Cook

Ifinancial Solutions

Gold
18 Yrs Experience
Subiaco, WA 6008
What you can reliably expect from me: I will listen to your needs, respect your privacy, be very responsive and be completley transparent,frank and honest. I will utilise my time,skill,knowledge and experience professionally and will entirely act in your best interests free of conflict. I have received wonderful feedback from my clients and I would be delighted to have you as my client.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 21
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Ifinancial Solutions

Suite 1, 8 Alvan St
Subiaco, WA 6008

Licensed by

Ad Advisory Services

AFSL 237058

4.80
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.25

"During our last meeting with Owen, I found his explanations to be clear and logical. It was good that he was able to visit us at home due to travel limitations we now have. It was apparent that Owen was very knowledgeable in his field of finance which left us with the a feeling that ifinancial are advising and working in our best interests."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I went to Owen after dissatisfaction and under performance from my previous super company. Nice to have everything explained properly, the rolling over process all made easy for me . Since joining here, have had regular updates on strategies etc and have every confidence that Owen and team are working for my best interests"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Owen has been a great help in sorting out our super and life insurance needs. His advice and management has ensured that even in difficult times our investment continues to do well. I have found him to be very honest and upfront in all dealings."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Owen has given me advice in relation to self managed super funds; wills; powers of Attorney and powers of Guardianship. He has assisted me in a knowledgeable, experienced and caring manner. His eye for detail gives me confidence in the way my needs are looked after."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am so appreciative of Owen and his team. Despite the fact that I am now located on the opposite side of the country I feel he is right here for me. No matter when or how I contact him, he is there for me. Nothing is a problem. He returns my emails almost immediately, either with the answer I need or assurance that he will find out what I need to know., and he does! He has helped both my husband and myself with our SMSF, my Income Protection Insurance, and fielded any questions financial that we’ve had. He speaks in language I can understand and makes me feel at ease. I am so appreciative of his advice and knowledge. Wouldn’t change my adviser for a moment! Thank you Owen"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Owen is always very professional and very giving of his time. I am always impressed by how quickly he does get back to me when I have a query. He also gives advice that is sage and easy to understand. He is personable and goes what I think is beyond what I would expect of him, eg calling me on the weekend. Thank you for all your help, Owen!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Owen has demonstrated that he will listen to my concerns and has given me advice on how to structure my SMSF. He has shown genuine care and interest in how my fund is performing. This has been through face to face meetings, phone calls and emails. I feel very confident through Owen's knowledge that the advice he gives is right for my needs."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with iFinancial for over 20 years and Owen has been our adviser for the last two years. His friendliness, knowledge and efficiency have given us confidence in his ability to manage all aspects of our investments. Owen understands our financial situation extremely well and his advice is always tailored to our personal needs. He patiently explains any new proposals in clear layman's terms and his expert guidance is very much appreciated."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kerry 67 years old Having been with IFinancial for 5 years I have always felt confident of their sound financial advice and their approach to ongoing personalised contact with their client I believe to be rare in their field. During these uncertain times I am assured that they, as always, have my best interests at heart."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Owen takes the time to listen to me so that the advice he gives me achieves the outcomes I am looking for. In our meetings and phone conversations he is always totally focused on my requirements . He responds to my enquiries very promptly. I have been particularly impressed by his proactive approach during this latest situation. The longer I deal with Owen the more my confidence in him grows."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2004

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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