Company |
Cooper Partners Financial Services Pty Ltd |
Title |
SMSF Specialist and Advisor |
Profession |
Accountant |
Address |
Level 15, London House, 216 St Georges Terrace
PERTH
WA
6000 |
Email |
[email protected] |
Phone |
08 6311 6906
|
Summary
I have worked in the superannuation industry in both the UK and Australia for many years. I am passionate about advising clients, increasing their knowledge, minimising their tax, and helping them to meet their financial goals for retirement and future family generations. I am licenced financial adviser; you can look me up on the ASIC register under number 428314. I provide advice on all matters in relation to superannuation including SMSF establishment, contributions, retirement planning, pensions, death benefit nominations, limited recourse borrowing arrangements, insurance, investment advice, taxation, and administration. I am an accredited SMSF Specialist Advisor, Chartered Tax Adviser (CTA), and Registered Tax Agent. I am also a member of the “SMSF Association” and the “Tax Institute” and abide by their codes of professional conduct and ethics.