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 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.

Dan Ryan

Financial Planner

B.Bus (Acc. & Fin.) GradDip FP

IFA Excellence Awards – Paraplanner of the Year 2020 Finalist

FPA Paraplanner of the Year 2020 Finalist

Dan Ryan knows how to set priorities and focus on what really matters. As a financial planner, he helps clients do the same. He studied business and recently earned his graduate diploma of financial planning, so he can provide specialized advice through every step of life. From early budgeting and new investments to retirement planning and aged care, Dan always has an answer.

His service in the Australian Regular Army cemented his driven, professional attitude and strong moral compass. Now, he enjoys family life on the Tweed Coast with his beautiful wife, two young boys, and their cavoodle. His free time is spent biking, swimming, surfing, and fishing, but the moment he walks back into our office, he’s fully focused on the task at hand.

Vanessa

Associate Adviser

DipFinServ(Plan)  AdvDipFinServ(Plan)

Every team needs a right-hand woman and a do-it-all problem solver; Vanessa fits the role perfectly! As an associate advisor and paraplanner, she fills the gaps and helps streamline communication. Whether she’s working behind the scenes to file notes and records or calling clients to discuss applications, Vanessa gives it her all.

Vanessa is a mother of three who loves to renovate homes with her husband. She enjoys the kid-friendly chaos at home, but she also appreciates peaceful organization at the office. Plus, it’s deeply rewarding to know that her work makes a real difference in the lives of her clients. Next year, Vanessa will start a graduate diploma program with dreams of becoming a fully qualified financial planner!

Elora

Paraplanner

DipFinPlan  BBus(AccFin)

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.

Michelle

Client Service Manager

DipMgt AdvDipFinPlan

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!

Belinda

Paraplanner

AdvDipFinPlan Dip.FMBM DipFinServ(Plan)

Belinda lives by a simple motto: life is too short to stress about money… plan for it, then live it! As a paraplanner, she prepares documents, researches strategies, and reviews client details to ensure that our team understands the entire picture. Belinda puts in the work so that you don’t have to.

Over the past 10+ years, Belinda has adapted to fit many different roles in the finance world. Even with a busy home life as the mother of young twins, she’s always focused on the future. She is currently working towards a master’s degree in financial planning, and we rely on her to identify the best new financial strategies. The industry is always evolving, and so is she!

Nicola

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-Maree

Administration

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.

Michelle

Accounts