Let’s Have a Chat

And see if we can help you

Who would you like to talk with?

Felicity Cooper - Financial Adviser and Stockbroker Gold Coast

Felicity Cooper

Director, Auth Rep 413849

AFP, MSAA, BBus BArt, GradDipAppFin, ADA2, DipFinPlan

Best for:

  • Financial Planning
  • Risk Management Strategies
  • Asset Allocation
  • Investment Advice
  • Options Trading

Dan Ryan

Auth Rep 1260606

AFP BBus(Acc)(Fin) GradDipFP

Best For:

  • Financial Planning
  • Superannuation
  • Investment Advice
  • Insurance
  • Structuring

Why is it free?

Instead of spending our marketing budget on flashy TV ads, long lunches or PR stunts, we prefer to invest our time and money showing you how we can help you make the most of your financial situation.
Demonstrating our skills IS our best advertising. Try it, and you’ll see why. There are no hidden catches, and no commitments. Just honest-to-goodness free advice.

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