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Cooper Wealth Management

Financial Advice - Bundall (Queensland)
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Business Address: 47 Ashmore Road Bundall QLD 4217

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Description
Cooper Wealth Management is a self licensed financial planning firm, helping clients make the most of every opportunity, whatever stage of life they're in.

We think your financial goals should reflect the way you want to live.

We have a unique approach to wealth management. Before we make any recommendations about how to invest, or what to invest in, or what “product” or “platform” you should use, we take the time fist to understand what wealth truly means to you.

What are your goals? What’s important to you?

Together with your financial adviser, that has the training and experience to help guide you, we’ll use research based tools and sound strategies to create a clear path to your financial goals.
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Business contacts: Felicity Cooper

Australian Business Number (ABN): 26606009045

Qualifications and certifications: AFSL 477022, FPA AFA TPB

Business awards: Finalist AFP of the Year, Finalist Investment Manager of the Year, Finalist SMSF Adviser of the Year

Trading times: 9am - 5 pm Monday to Friday

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