Sam Obeney

Cooee Wealth Partners

Bronze
15 Yrs Experience
Neutral Bay, NSW 2089

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.

As a Cooee Wealth Partner, I do not accept any commissions and all the services I offer and provide are fee-based only.

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.”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.89
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Cooee Wealth Partners

Suite 2 Level 1, 9-11 Grosvenor St
Neutral Bay, NSW 2089

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Afsl Licensee Pty. Ltd.

AFSL 518453