COOPER WEALTH MANAGEMENT
Awards
It is never too late for women to understand their finances, according to Felicity Cooper, winner of this year’s Money Management and Super Review Financial Planner of t...
News
Money Management and Super Review awarded 12 women and an employer at the annual Women in Financial Services Awards....
Awards
Felicity Cooper, from Cooper Wealth Management, has been crowned this year’s Financial Planner of the Year at Money Management’s Women in Financial Services Awards....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...