Cooper Wealth Management
Australia, Gold Coast
As a financial planner based on the Gold Coast, our award-winning team helps our clients save money, spot opportunities, invest well and lower financial risk.
Main Services:
Financial Planning, Wealth management, Insurance
When it comes to money, you want to be certain that ‘enough’ is enough and we want you to have less stress, greater security, a confident life and your best possible lifestyle.
Before starting our own financial planning practice, our founder, Felicity Cooper, worked at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, Macquarie and Morgans. We know that clients deserve straight talk. No sales pitches, products or platforms. One review might be enough for other financial advisors, but not for us.
Our awards include:
Financial Adviser of the Year 2022 – AFA
Financial Planner of the Year 2019 – Money Management
Female Excellence in Advice 2019 Finalist – AFA
Financial Planner AFP of the Year 2018 – FPA
Winner of the Excellence in Education Award 2018 – AFA
Financial Planner of the Year in the 2018 – Women in Financial Services Awards
Awardee of Merit for Gold Coast Business Woman of the Year 2017
Australian Investment Manager of the Year Finalist – Women in Financial Services Awards
Financial Planner AFP of the Year Finalist 2017 – FPA