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