Our focus is on helping our clients make financial decisions that allow them to live richly.

We might be a young firm, but our staff have all the experience you could ask for from someone helping you reach your goals – in the end, happy clients that are living the lives they wanted as a result of our advice is the real reward.

This is recognised by both our clients, who seek our advice year after year, and our peers. Cooper Wealth Management is the Most Awarded Financial Planning Practice on the Gold Coast.

Our Financial Planning Awards

 

2019   Money Management Financial Planner of the Year – Winner

2019   AFA Excellence in Education Award – Finalist

2019   AFA Female Excellence in Advice Award – Finalist

2018   FPA Paraplanner of the Year – Winner

2018   FPA Financial Planner AFP ® of the Year – Winner

2018   AFA Excellence in Education Award – Winner

2018   SMSF & Accounting Awards – Investment Strategist of the Year – Finalist

2018    Women in Finance – Financial Planner of the Year – Winner

2017     FPA Financial Planner AFP ® of the Year – Finalist

2017     Women in Finance – SMSF Adviser of the Year – Finalist

2016    Money Management Paraplanner of the Year – Winner