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

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Afsl Licensee Pty. Ltd.

AFSL 518453