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Showing 1 - 10 of 12 results for "Cooper Wealth Management"

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management, and Joseph Hoe from Wealthwise are in the running for the Adviser of the Year award. This month, the finalists will ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora Shine - Cooper Wealth Management (NSW) FPA University Student of the Year Award Nicole Gardner - Kaplan Professional (VIC) Martin Jack - Griffith University ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton, Kearsten James of Cooper Wealth Management and Paul Bradford, principal adviser at Mentor Financial Services Group who all recently passed the FASEA exam. "I'm ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Advice Rebecca Maher, The Fiscal Mum 2019 AFA/TAL Female Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey Ferguson, Ferguson Financial Planning Dawn Thomas, Wealthwise Tabitha Tworek, Insight Wealth Planning 2019 AFA Excellence ...

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... excellence by improving their professional skills and knowledge". This year's finalists are Kearsten James of Cooper Wealth Management, Joseph Meawad of Trinity Financial Advisers, Ben Nash of Pivot Wealth, and Nicola Schneider of Robina Financial Solutions. ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... more women to enter the industry and take on leadership roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA ...

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
... "pointless exercise". He went so far as to say: "Purely a revenue raiser. Follow the money trail." Director of Cooper Wealth Management Felicity Cooper responded to Raftery, saying: "I'm going to have to disagree with you on this one." She explained ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... Adelaide-based practice established eight years ago, won the FPA Professional Practice of the Year Award Cooper Wealth Management's Felicity Cooper took home the FPA Financial Planner AFP of the Year Award. The FPA Paraplanner of the Year Award went ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education and making a difference in ...
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