Nithin Thomas

Cooee Wealth Partners

Platinum
12 Yrs Experience
Sydney, NSW 2000
Nithin Thomas has been working as a Financial Adviser since 2010. His experience has been with large institutions such as AMP and HSBC and smaller boutique firms such as Eluvia. He holds an MBA degree majoring in Finance and maintains a high level of Continuing Professional Development (CPD) each year remain up-to-date with regulatory changes and financial strategies to ensure his clients receive the best outcome from his advice. He believes the future of the Financial Planning industry is evolving and it is important to keep up with the changing environment. “I truly believe that everyone should have access to quality financial advice. Educating my clients and providing them with the best options available is what drives me. My client’s success is my success. I assist in creating wealth, ensuring it’s protected and help growing it through quality advice and proven strategies; all of which results in an improved lifestyle”. “As a Cooee Wealth Partner, I do not receive commissions for my client purchasing a financial product, I do not receive payment or inducements to recommend financial products to clients, I do not have in place any fee structure that means I will not be paid unless my client purchases a financial product. This avoids any conflict of interest between the adviser and client, enabling me to work in the best interest of my clients.”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • 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 Platinum
  • Rating 4.75
  • Number of reviews 24
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Cooee Wealth Partners

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

Opening hours

  • 8:00am – 8:00pm Monday – Saturday

Licensed by

Afsl Licensee Pty. Ltd.

AFSL 518453

4.75
24 Reviews
5
4
3
2
1
4.85
Clear communication
4.60
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Nithin is always someone I can bounce ideas off and is assisting me with my future investments, property considerations, SMSF and transitioning to retirement. I thoroughly recomment Nithin's services to anyone who wants to get ahead and be debt free. My daughter who is about to enter the workforce will also be utilising Nithin's expertise. Thank you, Nithin."

  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Nithin is always available or gets back to me ASAP when I have questions. He explains everything in plain English that a neophyte like me can understand."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nithin has showed the highest level of professionalism and duty of care to our situation. We wouldn't be in the financial situation we are in now without his assistance. He is highly recommended and has a great team on his side that make us extremely confident of getting the best advice. We've referred all our friends and family to Nithin."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Nithin has given me advice in areas including superannuation, investment and managing debt. Nithin was usually able to explain things to me in a clear way. Through Nithin's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Nithin's full care and attention when I needed it.'"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We ( Owen and I) have found Nithin truly professional, very approachable and reliable. He is competent in his advice and not 'pushy'. We want to express our sincere thanks and support the last few years."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nithin has gone out of his way to help me and my family when I request. Nithin and his team do an excellent job. Thanks for your support. The variety within his team is excellent making him a one stop shop for investment and Super."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am absolutely delighted with Nithin's service. What really impressed me was the way he took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking and his common sense approach."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nithin describes complex strategies in simple, easy to understand language. He is always available to answer questions and assist when required. His team are quick to respond to emails and they keep us informed of progress with investments very well."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nithin's wealth of knowledge has provided us with advice to establish and manage loans, investments and super funds. Nithin presents clear recommendations simply and concisely and always answers questions using real-life, relevant examples with visual materials so that a greater understanding is achieved. I feel confident knowing that Nithin's strategic advice is relevant to our needs. His services have allowed us to achieve goals we didn't know we had an option to achieve. We feel motivated and confident that we can continue planning and growing but without Nithin's continuous care, we would't know 'where to next'. Thank you Nithin!"

  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nithin has been managing my wife and my Self managed Super for 5 years or more and we could not be happier with our choice to manage our funds. Our investments have been performing above promised margins and we could not be happier with his attention and he makes us confident with the knowledge that our funds are safe with him and his team."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2016

Tier 1 Derivatives (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2010

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Technology Sydney (UTS)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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