Sam Obeney

Cooee Wealth Partners

Silver

16 Yrs Experience

Neutral Bay, NSW 2089

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I have been a Financial Adviser since 2011 and have been in the finance industry for over 20 years. I have worked in large institutions such as Westpac/BT and boutique firms.

Importantly being privately owned and not controlled by a bank or any other institution gives me the ability to provide you with the most suitable products and services for your situation.

I am passionate about providing support and quality advice to clients by utilising my extensive experience and well-rounded skill set. I maintain a high level of Continuing Professional Development (CP) each year to ensure I am well versed on the latest strategies available and regulatory changes. I believe this helps me ensure that my clients achieve the best outcomes.

I was born in the UK but have made Australia my home for the past 20 years, where I continue to enjoy and explore with my two beautiful children.

I look forward to helping you achieve your lifestyle and financial goals with the greatest degree of certainty.”

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Property Investment
Complex Investments
Expat Finance
Borrowing
Tax Strategies

5.00 March 2025

Sam is always receptive to any questions we have. She is easy to understand and lays things out clearly. Sam is always very personable in our meetings and follows up on outstanding items. Sam has given us good advice, particularly when we were short of money and needed some strategies to work our way through this experience. Sam organised all the paperwork required and supported us in all facets. We enjoy working with Sam and respect her opinions and knowledge.

5.00 March 2025

Samantha is a great communicator and keeps everything on a simple level so it's easy to understand. She replies quickly and efficiently with any questions we ask; nothing is a problem. To be honest the previous adviser we had was not good and we were leaving Cooee. We did explain the issues with Samantha who asked if we would give her an opportunity to fix any issues and give her and opportunity. Samantha has been great. What we needed was someone to lesson to our needs and provided some direction. We would recommend Samantha to our friends.

5.00 March 2025

We came from an adviser that was not helpful, knowledgeable nor proactive. Coming to Cooee and Samantha is like a breath of fresh air. Cool, confident and competent - the complete package.

5.00 March 2025

Sam is very responsive to any queries. She is friendly and easy to understand. She follows up on queries and seems very thorough in her efforts to find the answers to my questions. I am confident that Sam has my best interests at heart.

5.00 March 2025