Financial Planner & Stockbroker
AFP MSAA BBus BArt GradDipAppFin ADA2 DipFinPlan
Felicity is a multiple award-winning Investment Manager, Financial Adviser, and Speaker who has earned the reputation as a seasoned and passionate leader in the financial space. Through the span of almost two decades, she has cultivated extensive first-hand experience in her field.
Currently serving clients Australia-wide, from her office on the Gold Coast, Felicity is the Founder of Cooper Wealth Management and The Financial Woman. Both passionate and equally as self-driven, she consistently strives to help her clients attain lasting financial prosperity.
Felicity holds a Bachelor of Business degree in Accounting. She has also obtained a Diploma in Financial Planning, a Graduate Diploma in Applied Finance, in addition to being accredited as a Level 2 Dervatives Adviser. She is now pursuing a Master’s degree in Financial Planning.
Furthermore, Felicity Cooper has received notable acclaim throughout her career, including being an Awardee of Merit for Gold Coast Business Woman of the Year 2017, a finalist for Australian Investment Manager of the Year in the Women in Financial Services Awards, and nominated as AFP of the Year 2017. In addition, she is continually ranked in the top 3 speakers by AIA (Australian Investors Association), and regularly presents for the Australian Shareholders Association and the Independent Retirees Association.
Financial Planner – SMSF & Aged Care Specialist
Kim is a seasoned Financial Professional, widely known for her unwavering work ethic, passion for helping people, and service-driven approach to the industry. Throughout the past two decades, she has cultivated extensive experience in the wealth management space.
Kim offers results-driven, trusted financial solutions to assist people in paving the path to lasting financial stability. She is also a featured Gold Coast City Council Libraries Speaker for various topics, including Budgeting & Financial Planning for the Family, Superannuation, Retirement Planning, Aged Pension, and Aged Care.
Infinitely dedicated to creating positive change, Kim is honored to be a part of the FPA pro bono advice initiative that provides financial planning advice to families impacted by cancer. Ultimately, there is nothing more rewarding to her than helping her valued clients make their dreams a reality.
In addition to being a Certified Financial Planner (CFP) since 2010, Kim is an Accredited Self Manager Superannuation Specialist and Accredited Aged Care Specialist.
When she isn’t immersed in her career, Kim Betts enjoys playing golf, cross stitching, and crocheting. She is also an avid traveler. Above all, she cherishes spending quality time with her loved ones.
Client Experience Manager
BCom(Fin & Eco)
Leilani is our Client Experience Manager, who has a vision to become one of the most trusted, and self-driven professionals in the industry.
During her initial statistics course at university as a business student, Leilani soon discovered her relentless passion for numbers, inspiring her to take another finance course. From there, she decided to switch majors in order to pursue a finance and economics degree, ultimately turning her passion into a full-time vocation. Most recently, she graduated from Griffith University with a Bachelor of Commerce degree in Finance and Economics.
In her spare time, Leilani enjoys paddle boarding, reading informative books, and pencil drawing. Deeply influenced by her father who awakened her work ethic, she strives to create the pathway to greatness instead of following it.