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
Felicity Cooper
Financial Planner
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 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 Masters Degree in Financial Planning, as well as 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 Derivatives Adviser.
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.
In addition, she is continually ranked in the top 3 speakers by AIA (Australian Investors Association), and regularly presents for the Australian Shareholders Association.
Kearsten James
Financial Planner
CFP BCom(FP&I) DipFS
FPA Financial Planner CFP of the Year 2019 Finalist
AFA Excellence in Education Award 2019 Finalist
FPA Paraplanner of the Year 2018 Winner
Kearsten James is a knowledgeable Financial Specialist and ardent problem-solver who is uncompromising when it comes to the delivery of tailored advice that is in the best interest of each and every valued client and their family.
Honest, loyal, and analytical, Kearsten continually aims to help her clients pave a clear-cut path to the lives they have always dreamed of. She is the most passionate about cultivating a first-hand understanding of her clients’ unique set of needs and what they yearn for on a personal and financial level. Ultimately, she aspires to be a go-to mentor for emerging financial planners by offering client-centered, results-driven guidance.
During her off time, Kearsten is either spending quality time with her loved ones, practicing yoga, or learning how to play the piano.
Kearsten holds a Bachelor of Commerce degree in Financial Planning and Investments as well as her CFP, LRS, and Accredited Aged Care designations. She is also the Winner of the Money Management Paraplanner 2016, and Winner of the FPA Paraplanner of the Year 2018. She attributes a lot of her expertise and achievements to date to Neil Kendall who has been her trusted mentor for well over a decade.
Ursula Zerbst
Client Experience Manager
Ursula is a passionate Client Experience Manager proudly serving clients across the Gold Coast, where she was born and raised. 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.
In order to expand her skill set, she is presently pursuing her marketing degree.
When she isn’t working, you will find her in the great outdoors, hiking or at the beach. One of Ursula’s greatest accomplishments to date is successfully completing the Coolangatta Gold Ironwoman.
Dan Ryan
Paraplanner
IFA Excellence Awards – Paraplanner of the Year 2020 Finalist
FPA Paraplanner of the Year 2020 Finalist
Dan is a Financial Planner whose passion for the industry began while taking business classes at school. As a lifelong learner, he also has an affinity for teaching himself new things and continually challenging himself to hone his skills. Dan’s top priority as a Paraplanner is ensure the advice we provide is the very best it can be, to help our clients attain their financial goals.
