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- December 2022
Award Winning Gold Coast Practice joins Wealth Architects
Wealth Architects is thrilled to announce that Cooper Wealth Management has joined our growing firm.
Principal of Cooper Wealth Management, Felicity Cooper, has recently been awarded the AFA Adviser of the Year, having been awarded the Money Management Adviser of the Year and FPA APF Adviser of the Year in the past.
“As a firm that invests heavily in partnering with the best advisers in the industry, we recognised this as an opportunity to position Wealth Architects as a leader in advice, particularly on the Gold Coast, where we will now have three branches servicing clients, from offices in Tweed Heads, Bundall and Loganholme. We look forward to having Felicity’s experience and skills in the use of technology within the advice space to further strengthen our online offering.”
“For us, this was a natural fit. As a team that has been recognised as being passionate about our profession and has an unwavering commitment to continuous improvement, Wealth Architects offers our team a depth of experience and scale that can only improve our service to clients and the advice we provide to them.”
About Wealth Architects
Wealth Architects is a privately-owned boutique financial advisory practice with offices located in Brisbane, Melbourne, Wollongong, Tweed Heads, and the Gold Coast. Our advisers are specialists in providing strategic financial advice to professionals, business owners & self-funded retirees.
About Cooper Wealth Management
Cooper Wealth Management is a multi award-winning financial planning practice based on the Gold Coast and led by Felicity Cooper, winner of AFA Adviser of The Year (2022), Money Management Financial Planner of the Year (2019) and the FPA Financial Planner AFP of the Year (2018).
They are recognised for their passion for improving the financial literacy of both clients and everyday Australians, their unwavering focus on continuous improvement, and their strong advocacy for advice and community.
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