Search ResultsShowing 1 - 8 of 8 results for "Cooper Wealth Management"
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
... 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: "I don't ...
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 ...
FPA award finalists named
JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Private Wealth and Wotherspoon Wealth are nominated for the FPA Professional Practice of the Year Award. Cooper Wealth Management's Felicity Cooper, James O'Reilly of Northeast Wealth and Sandra Slattery of Commonwealth Financial Planning have been named ...
FPA reveals annual award finalists
JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Financial Services Australia FPA Financial Planner AFP(R) of the Year Award Felicity Cooper AFP(R) - Cooper Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of the Year Award ...
PAGE:
1
PREVIOUS
NEXT
Link to something wii6lY3M