Cori Fisher

Altitude Wealth Solutions

Gold
23 Yrs Experience
Beenleigh, QLD 4207
I have been in private practice as an Authorised Representative of Magnitude since 2009. Prior to this I spent over 17 years in Financial Services within Westpac during which I held senior positions in both banking and financial planning. I focus on a holistic approach to Financial Planning and tailor my advice specifically for individual clients to help them achieve their goals and objectives. Through the ongoing service proposition, I provide my clients this enables them to monitor and enhance their plans with regular reviews and market updates. My specialist skills are in Self-Managed Superannuation Funds, Estate Planning, Centrelink Strategies, Investments Strategies, Debt Management, Wealth Protection and Personal Superannuation. I am married to Michelle with 4 young children who clearly take much of my spare time. When I can I am an avert sportsman, and can pretty much turn my hand to any sport. I represented Australia in soccer and Queensland in cricket in my teen years. Recently I was part of a soccer team that won the gold medal at the Gold Coast Masters Games. I also enjoy a round of Golf and play of a handicap of around 12. I and my business actively supports the development of soccer in the Logan district through playing, coaching and financial support.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Bachelor of Commerce (Financial Planning and Investments)
  • Language spoken
    • English

Altitude Wealth Solutions

48 Kokoda Street
Beenleigh, QLD 4207

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Viridian Select Pty Ltd

AFSL 515762

4.90
14 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Cori has been my financial adviser for over 15 years. His financial management expertise, accurate and easy to understand advice has allowed my portfolio to continually grow through the years.

Cori constantly monitors markets & products and is always happy to discuss improvement strategies to ensure successful on-going portfolio performance.

Cori is extremely relatable, has an easy manner and communicates freely. His team also exhibits these traits and are always there to help.

Finally, Cori is a very thorough adviser who will take the time to outline all the issues when planning your future investments and is always willing to explain the complex details in a manner that can be well & easily understood."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Excellent proactive advice which has guided us for many years"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very pleased with Cori Fisher's professionalism and helpful advice. I have highly recommended him to my family and friends. Adele 4066"

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

"Both Myra and I feel very comfortable and well served by Cori who we regard as a friend, Chris Mangin"

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cori assisted me for several years in setting up and managing my SMSF. His knowledge of investment markets and in particular the way in which he explains strategy is fantastic and simple to understand. I would highly recommend Cori to any individual interested in gaining financial advice."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have known Cori for over 9 years and he has proved to be a reliable and honest financial advisor. He is quick to follow up on any pending items."

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

"Professional advice and service always. Graeme & Robyn 4207"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very satisfied."

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

"Cori and his staff have always offered my wife and I professional, honest and friendly service for many years, and we have no hesitation in recommending him and his business to anybody. Bruce and Lynley."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce (Financial Planning and Investments)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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