Every member of our team believes that by bringing truth and understanding to the financial choices you make everyday, we can help people live richly.
We believe that advice from an independent financial planner helps find the best solutions for you, without fear of compromise or conflict. Meet our team of passionate, experienced professionals who work each day to improve the lives of our clients and to transform your financial story.
The Team at Cooper Wealth Management – Your Independent Financial Planners
MFP AFP MSAA BBus BArt GradDipAppFin ADA2 DipFinPlan
Money Management Financial Planner of the Year 2019
FPA Financial Planner AFP of the Year 2018
AFA Excellence in Education 2018
Felicity Cooper is the business owner and award-winning adviser behind Cooper Wealth Management. With a master’s degree in financial planning and a background in accounting, she knows exactly how to optimize outcomes for her clients. Before starting her own agency, she built a name for herself at some of the top financial planning firms in Australia, including JBWere, Goldman Sachs, and Macquarie and Morgans.
Felicity holds a Masters Degree in Financial Planning, as well as a Bachelor of Business degree in Accounting. She has also obtained a Diploma in Financial Planning, and a Graduate Diploma in Applied Finance.
Furthermore, Felicity Cooper has received notable acclaim throughout her career, including being named:
- Financial Planner of the Year 2019 – Money Management
- Finalist – Female Excellence in Advice 2019 – 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
- Finalist for Australian Investment Manager of the Year in the Women in Financial Services Awards,
- Finalist for the FPA Financial Planner AFP of the Year 2017.
Financial Planner AR 1247332
Staying on top of your money and finances can come with a lot of confusion, anxiety, and procrastination. My job reduces these negative emotions for my clients, which allows them to focus on what is most important to them.
I love my job because I get to be a part of my clients’ journeys. While some of this journey might involve difficult conversations, I also get to celebrate the achievements and milestones which once started out as a dream.
Initially when we first see a client we seek to resolve their main pain-point on their financial journey. This might be what’s keeping them up at night. Questions such as “how will I pay off this debt?” “Will I have enough to retire on?” and “Will I ever be able to buy that dream home?”. We help clients define their desired lifestyle, understand their motivations and then piece it all together with a roadmap to get them there.
Challenges excite Elora, and she’s a hands-on paraplanner who never stops learning. She studied financial planning and accounting before launching her career in finance seven years ago. As a go-to researcher and collaborator in our office, she helps turn simple ideas into comprehensive solutions.
Elora is a team player who enjoys spending time with her family and community. Like most Gold Coast residents, she loves to go on bike rides with her two kids and swim at the beach or pool. When she takes time for herself, you’ll find Elora at the gym or munching on popcorn at the movies. Ultimately, she wants to be just as good of a mum as she is at financial planning.
Client Service Manager
Resourceful and reliable with 15+ years of experience – Michelle is equipped to tackle any challenge. As one of our client service managers, she is the friendly face and proactive leader that manages all client communication. Her careful approach to reviewing client files and updating financial planners keeps everyone aligned and on target.
Turns out, she’s just as active and dedicated in her life outside of the office! She and her fiancé have built a busy life centered around fitness, property renovations, and family. Michelle grew up on the Gold Coast and loves to surround her daughter with a tight-knit community. She loves her sunny life and wants to help every client exceed expectations for their future, too!
Client Service Officer
Nicola is passionate about helping her clients achieve stability and plan ahead with total peace of mind. Everyone deserves to love where they live and build a fulfilling life, just like she has. Nicola likes to ride bikes with her family, play at the beach, and enjoy everything that the Gold Coast has to offer!
As the mother of two young kids, she knows how important it is to be heard. She is dedicated to providing accurate, timely financial advice when you need it most. There are no wrong questions and curiosity is encouraged! Nicola has more than a decade of experience as a client services officer, and her detail-oriented approach helps our office run smoothly.
Ella is a passionate Client Experience Manager proudly serving clients to ensure they stay informed through their financial planning journey.. A passionate and outgoing professional, she has an affinity and knack for building loyal relationships with her wonderful clients. To her, nothing is more rewarding than seeing them achieve their goals and feel more fulfilled as a result.